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Welcome! In this guide, we'll explore a comprehensive client intake form tailored specifically for virtual assistants. This form will help you gather essential information from your clients, ensuring smooth communication and project success.
If you’re hunting for real, practical examples of client intake form examples for event planners, you’re in the right place. Whether you plan weddings, corporate retreats, nonprofit galas, or festivals, the intake form is where everything starts. It’s the first serious conversation on paper (or screen) between you and your client, and it quietly decides how smooth the rest of the planning process will be. In this guide, we’ll walk through modern, 2024–2025-ready examples of client intake form examples for event planners that you can actually copy, adapt, and use. You’ll see how to ask the right questions without overwhelming your clients, how to capture budgets and expectations clearly, and how to protect your time and sanity before any contract is signed. Think of this as sitting down with a fellow planner who has seen a lot go right—and wrong—and is handing you the intake questions they wish they’d used from day one.