Describe your planning service. Makeform turns the brief into a wedding planning questionnaire for vision, budget, guests, venue, vendors, and communication preferences.
Send responses to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, tailor it, or send it into the Makeform builder. The structure is an example, not a live AI result.
Audience
New full-service clients
Format
Detailed conditional kickoff questionnaire
Prompt size
404 chars
Example questionnaire structure
Detailed conditional kickoff questionnaire
Couple, date, location, and venue status
Working budget and decision-makers
Rank your three wedding priorities
Which vendors are already booked?
Upload inspiration images or a mood board
Suggested routing tags
New inquiry
Kickoff complete
Needs follow-up
Ask couples to rank three priorities separately from budget so tradeoffs protect what matters.
Step 1
Discover
vision, people, traditions, and priorities
Step 2
Scope
budget, guest count, venue, and vendor status
Step 3
Clarify
conflicts, unknowns, and follow-up decisions
Step 4
Plan
a useful brief for the kickoff meeting
A better planning kickoff
A focused questionnaire reveals the priorities, constraints, and people behind the basic date and guest count, preparing you to discuss decisions.
Ask about atmosphere, guest experience, and traditions, not only saved images.
Collect a working range, contributors, priorities, and flexible areas together.
Record who approves choices, receives updates, and needs thoughtful communication.
Match the service
Match questions to the scope: full-service clients need discovery, while coordination clients need a precise handoff.
Explore priorities, budget, vendors, guest experience, traditions, and logistics.
Capture contacts, access times, responsibilities, layouts, and unfinished tasks.
Add travel, accommodations, transfers, events, and remote vendor sourcing.
Focus on atmosphere, palette, florals, lighting, layouts, references, and priorities.
Questionnaire workflow
Shape the generated questions around what your planning package covers and what must be known before kickoff.
Name the service type and the decisions you need to make next.
Use your voice, remove out-of-scope questions, and explain unfamiliar terms.
Show contract details for booked venues and preference questions for undecided ones.
Review responses before meeting and turn missing details into a discussion list.
Questionnaire vs email vs discovery call
Give couples time to compare priorities and find details while keeping answers structured.
Field guide
Connect emotional priorities to operational facts without asking couples to finalize decisions they need help making.
Couple & stakeholders
Collect preferred names, pronouns, contacts, availability, and communication preferences. Ask who contributes or approves choices without assuming a family structure.
Vision & priorities
Ask how the day should feel, what guests should remember, and which moments matter. Ranking reveals how the couple may approach tradeoffs.
Budget & scope
Capture what the budget includes, who contributes, existing commitments, and where the couple prefers to invest or simplify.
Venue & guests
Use separate fields for target and maximum guest counts, venue status, locations, accessibility, and transportation needs.
Vendors & logistics
Track whether each vendor is booked, being researched, or not wanted. Show contact, deliverable, timing, and document follow-ups only when relevant.
Concerns & collaboration
Ask about uncertainty, family dynamics, and valuable support. Give couples an optional space for context the planner should handle carefully.
Related tools
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Open toolFAQ
Practical answers for planners creating a consistent, thoughtful client intake.
It is an intake form for a couple's vision, priorities, budget context, guests, venue and vendor status, traditions, logistics, and preferred way of working. It prepares the kickoff without replacing later conversations.
Ask who is involved, the date and place, guest count, budget range, top three priorities, existing bookings, desired atmosphere, important traditions, guest needs, and current concerns.
Send booked clients a clear due date before kickoff. Use a shorter inquiry version for date, location, guests, services, and budget fit; save detailed onboarding questions until after booking.
Make it long enough to prepare the next conversation, not plan the wedding in one sitting. Use clear sections, explain detailed asks, hide irrelevant follow-ups, and save complex topics for discussion.
Yes. Add labeled uploads for inspiration, venue information, proposals, timelines, or floor plans. Mark optional files clearly so couples know what is useful now.
Yes. Conditional paths can show contract questions for booked vendors, travel logistics for destination weddings, or another venue section when ceremony and reception locations differ.
Yes. Makeform is unlimited free for generating, editing, publishing, and collecting responses. The paid tier removes the Makeform badge. Revise every question before sharing it with couples.
Ask only what you need, explain sensitive questions, and mark optional context. Offer to discuss personal concerns privately, and review your access, retention, and sharing practices.
Start the planning relationship with a clear brief.
