Describe the events you plan. Makeform creates a client questionnaire for vision, budget, guests, venue, vendors, and logistics before planning begins.
Route client responses to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, tailor it, or send it to the builder. Each example is a starting structure, not a live result.
Audience
Couples preparing for a first planning consultation
Format
Multi-page discovery questionnaire with conditional follow-ups
Prompt size
272 chars
Example questionnaire structure
Multi-page discovery questionnaire with conditional follow-ups
Preferred date and how flexible is it?
Target budget and maximum approved budget
Describe the atmosphere in three words
Which vendors are already booked?
Inspiration board or reference files
Suggested routing tags
Discovery needed
Proposal ready
Date conflict
Ask separately for the target budget and maximum approved amount. The distinction guides realistic recommendations.
Step 1
Discover
vision, objectives, guests, and priorities
Step 2
Qualify
date, budget, venue, and decision process
Step 3
Scope
vendors, production, program, and access
Step 4
Plan
one response becomes the working client brief
A better discovery call
A structured intake clarifies the audience, budget, fixed decisions, and open questions before meeting time begins.
Combine questions about atmosphere and priorities with inspiration, colors, and dislikes to create useful direction.
Collect target and maximum budgets separately, then ask which categories matter most before making recommendations.
Conditional follow-ups connect venue access, guest count, catering, program timing, and production in one response.
Adapt it to your service
Keep a discovery core, then branch by event type, venue status, guests, and requested support.
Capture style, traditions, must-have moments, vendors, guest care, and budget.
Focus on objectives, approvals, registration, speakers, production, brand, and outcomes.
Add fundraising, sponsors, volunteers, ticketing, access, and partner duties.
Qualify purpose, audience, budget owner, support, approver, and deadline.
Questionnaire workflow
Generate the structure, adapt it, and route responses to the planning team.
Name the events, respondent, services, and facts required before scoping or scheduling discovery.
Use structured fields for dates, budgets, and guests; long answers for vision; and conditional follow-ups for relevant detail.
Send the link before the meeting or embed it on your inquiry page, with a note about details to gather.
Notify the planner, tag readiness, and route structured answers. Keep sensitive notes separate from vendor-facing details.
Questionnaire vs email vs generic template
A useful method gathers comparable facts, preserves client context, and reveals missing decisions.
Field guide
These six sections move from purpose to practical delivery. Keep questions specific enough to guide a proposal while giving clients space to explain preferences and uncertainty.
Vision and purpose
Ask about the occasion, audience, objective, atmosphere, definition of success, and nonnegotiable moments.
Budget and authority
Capture the target, maximum, included costs, priorities, approver, and timing for funding decisions.
Guests and experience
Ask for expected and maximum attendance, audience groups, dietary and accessibility needs, arrivals, language, and transportation.
Date and venue
Record whether dates and venues are confirmed or flexible, plus capacity, spaces, weather backup, access, loading, and contacts.
Program and suppliers
Collect program elements, booked and preferred vendors, open categories, client-provided items, sponsor duties, and handoffs.
Logistics and follow-up
Finish with registration, communications, deliveries, utilities, security, storage, cleanup, deadlines, attachments, and unknown decisions.
Related tools
Connect discovery with request, guest, vendor, and feedback forms for each stage.
Collect attendee preferences, accessibility needs, expectations, or preparation details before the event.
Open toolGive internal teams a consistent way to request planner support with purpose, dates, budget, and approvals.
Open toolTurn the approved plan into structured attendee registration with the questions guests need to answer.
Open toolCollect vendor offerings, requirements, contacts, availability, and supporting files in one submission.
Open toolConfirm attendance and gather guest counts or meal preferences for events that do not need full registration.
Open toolAsk guests, sponsors, or stakeholders what worked and what should change after the event.
Open toolFAQ
Practical answers for planners building a repeatable client discovery process.
It is a pre-planning discovery form. It gathers purpose, experience, date, venue, guests, budget, program, vendors, logistics, decision makers, and open questions in one brief.
Ask about objectives, attendees, fixed and flexible decisions, target and maximum budget, priorities, date, venue, booked vendors, program, accessibility, production, approvals, and deadlines.
Make it long enough to support the next decision. A focused intake may show 15 to 25 questions, with conditional sections appearing only when relevant.
Ask for a comfortable target, maximum approved amount, and priority categories. Clarify whether venue, travel, taxes, service charges, or existing contracts are included.
Yes. Use a shared core for purpose, guests, date, venue, budget, and priorities. Then branch to wedding traditions or corporate objectives, stakeholders, brand, and speakers.
Send it before the discovery meeting with time for review. For returning clients, use a shorter version that confirms changes without repeating stable details.
Yes. Makeform includes unlimited free forms and responses. Generate, edit, publish, and reuse questionnaires without a response cap; the paid tier removes the Makeform badge.
Use structured dates, guest counts, budgets, and statuses while preserving context. Review gaps, separate confirmed decisions from assumptions, and assign owners to follow-ups.
Start the planning conversation with useful context.
