Notes about the First Consultation Call

During 30min Consultation- Internal Updates

For internal Use Only

Main Email of the Lead - Do not Modify this field

Client Name

Event Date

Estimated Guest Count

Colors

Theme

Ceremony Location

Ceremony Time

Reception Location

Reception Time - Start and end

Cocktail Hour Location - if applicable

Interest in Wedding Planning

What package do they want?

Which items do they need assistance with?

Additional Notes

Interest In Catering

Interest in Bar

Food Needed

Linens Needed - Yes/No

Yes No

What color should the linens be

Plateware/Place settings needed:

Bar items/Non-Alcoholic Drinks Needed/Bar Package Selected

Any Additional notes/comments

Budget for Catering and Bar

Interest in Floral and Decor

Personals needed - Bouquets/ Boutonnieres/ Corsages/ Flower Girl Items/ etc

Number of each item needed

Personal inspiration pictures - up-to 5 file upload options

Centerpieces - number of styles/ colors/ qty Of each

Centerpiece inspiration pictures - up-to file upload options

Additional pieces - Piece name/ style/ count/ etc

Additional pieces inspirational photos - up-to 5 file upload options

Total Budget and priorities

Additional Notes for Floral and Decor

Next Steps