Free template · 16 questions
Wedding planner client questionnaire
A first questionnaire for engaged couples: vision, guest count and budget split, so your proposal speaks to their wedding and not a generic one.
When to send it: After the first consultation.
The couple
- 1.Your names, and how you would describe yourselves as a couple.
- 2.Wedding date, or the season and year you are considering.
- 3.Estimated number of guests, and how many travel from abroad.
The vision
- 4.Describe your dream wedding in three words.
- 5.Ceremony type: religious, civil, symbolic? Same venue as the reception?
- 6.Destinations or venues you have already visited or love.
- 7.Traditions or cultural elements to include.
- 8.The parts that matter most to you, and those you do not care about.
Planning
- 9.Full planning, partial planning, or day-of coordination?
- 10.Vendors already booked.
- 11.Who else is involved in decisions (parents, family) and contributing to the budget?
Budget, timing and decisions
- 12.What budget range have you set aside for this?
- 13.Is there a hard deadline, and what happens if it moves?
- 14.Who else needs to approve the work or the contract?
- 15.How would you prefer we communicate (email, calls, messaging), and how often?
- 16.How did you hear about me?
Send it, and get the answers back
Stop copying answers out of email threads. With Clinch the questionnaire goes out with your proposal or contract, your client fills it in from their phone, and the deposit is paid when they sign.
Send this questionnaire freeQuestions about client questionnaires
When should a wedding planner send a client questionnaire?
After the first consultation.
Can I edit these questions?
Yes. Copy them, remove what does not apply and add your own. Shorter questionnaires get answered faster: keep only the questions whose answers change your price, your plan or your contract.
Should the questionnaire come before or after the contract?
Questions that affect price and scope belong before the proposal; the detailed ones (names, timelines, access) work best right after signing, when the client is committed and expects them.
How do I send it with Clinch?
Create a free Clinch account, paste the questions, and send them with your proposal or contract. Your client answers from their phone without an account, and the answers are saved on the client's record.