Planning an event should feel exciting, not overwhelming. Whether you're an event planning agency, independent planner, or venue coordinator, this Event Planning Client Intake Form helps you collect everything you need from new clients in one smooth, organized conversation.

Why use this template?

This form walks your clients through sharing their vision—event type, guest count, venue preferences, theme ideas, budget breakdown, vendor requirements, timeline milestones, and dietary considerations—all while positioning you as the organized professional they need. Instead of chasing details over endless email threads, you'll have a complete picture from day one.

For event planners and coordinators, this template helps you:

• Qualify leads and understand budget expectations upfront
• Capture creative vision and logistical requirements in one place
• Set clear expectations around planning fees and services
• Streamline your discovery process so you can focus on creating memorable experiences

Perfect for:

• Event planning agencies and boutique studios
• Wedding planners and coordinators
• Corporate event managers
• Venue coordinators managing client onboarding
• Party planners and celebration specialists

Automate your event planning workflow

Once a client submits their intake form, you can use Stepper to automatically create a custom project plan, send a welcome packet, update your CRM, notify your team in Slack, and generate a tailored proposal—all without lifting a finger. Keep your planning process flowing smoothly from first inquiry to final celebration.

Built with Paperform's flexible design system, this template can be customized to match your brand, adjusted for different service tiers, and embedded directly on your website to capture qualified leads while you sleep.