10 Essential Questions For Your Wedding Planner Intake Form

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As a wedding planner, your intake form is the first step in getting to know your clients and understanding their vision for their special day. A well-crafted intake form can help you gather essential information, identify potential challenges, and set the tone for a successful planning process. Here are 10 essential questions to include in your wedding planner intake form:

Understanding the Couple's Vision

When it comes to planning a wedding, every couple is unique, and their vision for their special day is shaped by their personal style, preferences, and priorities. To get a sense of what your clients are looking for, ask:

1. What is the overall aesthetic or theme you envision for your wedding?

This question can help you understand the couple's style, whether it's classic, modern, rustic, or something entirely different. By knowing their aesthetic, you can start thinking about venues, decorations, and other elements that will fit their vision.

Wedding Details and Logistics

To ensure that you have a solid understanding of the couple's plans and preferences, ask:

2. What is the date of your wedding, and do you have a specific venue in mind?

This question can help you determine the timeline for planning and ensure that you're aware of any potential conflicts or challenges.

3. How many guests do you plan to invite, and what is your estimated budget for the wedding?

Understanding the number of guests and budget can help you provide more accurate guidance and recommendations for venues, catering, and other services.

Wedding Party and Guest Information

To get a sense of the couple's relationships and dynamics, ask:

4. Who is in your wedding party, and what are their roles?

This question can help you understand the couple's relationships with their friends and family and identify any potential conflicts or challenges.

5. Will there be any special guests or VIPs attending the wedding?

By knowing about special guests or VIPs, you can ensure that they receive the proper attention and accommodations.

Ceremony and Reception Details

To understand the couple's preferences for the ceremony and reception, ask:

6. What type of ceremony are you planning, and will it be held at the same venue as the reception?

This question can help you determine the logistics of the ceremony and ensure that everything runs smoothly.

7. What is the format for the reception, and will there be any special events or activities?

By knowing the format for the reception and any special events or activities, you can ensure that everything is properly planned and executed.

Food, Beverage, and Entertainment

To understand the couple's preferences for food, beverage, and entertainment, ask:

8. What type of cuisine are you interested in serving at the reception, and will there be any specialty drinks or cocktails?

This question can help you determine the best catering options and ensure that the couple's preferences are met.

9. What type of entertainment are you planning for the reception, and will there be any special performances or activities?

By knowing the type of entertainment and any special performances or activities, you can ensure that everything is properly planned and executed.

Final Details and Next Steps

To finalize the details and determine next steps, ask:

10. Are there any other details or preferences that you'd like to share with me to ensure that your wedding day is perfect?

This question can help you identify any final details or preferences that the couple may have and ensure that everything is properly planned and executed.

By including these 10 essential questions in your wedding planner intake form, you can gather the information you need to provide exceptional service and ensure that the couple's wedding day is truly unforgettable.

Let's get the conversation started! Share your thoughts on what makes a great wedding planner intake form in the comments below.