In our industry, the way we do business is highly personal. There is no industry standard format (that I am aware of) for the forms that wedding and event professionals use, we each simply do our own thing. Some planners implement policies and procedures based on what was learned from another, while the rest of us create our own and tailor them to fit our needs.
I have always been a “note-taker”, one who must write down details in order to remember them accurately. The act of writing something down in addition to talking about it is essential to me. I created this form early on in my business to use as a conversational guideline when I meet with a potential bride for the first time. In addition to directing our conversation, it becomes an invaluable reference tool as I start the planning process with them. Rather than ask them repeatedly about details of their day, which would easily frustrate a bride and cause her to question our competency, I have this form to reference.
I grab one of these forms every time a potential client calls to set a consultation appointment. Some of these questions (not all) serve to pre-qualify a client and allow me to get a sense of the level of service they will need. Brides love to talk about their day, so many times the questions are answered just by giving the bride the opportunity to share and by my listening carefully. If the bride should request that we proceed with a proposal, I usually have all the information I need to prepare one for her.
Feel free to use this form as a reference to create your own questionnaire.