Qualify more event planning leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their event, collects inspiration photos, and hands you a scored, qualified lead.
A custom intake for every event planning event
Each one is a ready-to-embed smart survey tuned to the event — open any to try the exact experience your leads would complete.
Corporate Event Planning
Planning and coordination services for company meetings, conferences, launches, or other business-related events and gatherings.
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Fundraising Event Planning
Planning services for charity or fundraising events, covering logistics, venue, donor experience, and program coordination for organizers.
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Birthday Party Planning
Planning services for birthday celebrations, covering venue, theme, vendors, and logistics for a milestone or annual birthday event.
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Partial Wedding Planning
Assistance for couples who have already booked some wedding vendors and venues but need help finalizing details and coordinating logistics.
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Full-Service Wedding Planning
Comprehensive wedding planning covering vendor coordination, budgeting, timeline management, and design from engagement through the wedding day.
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Conference Planning
Planning services for organizing conferences, including venue coordination, scheduling, logistics, and program management for business or organizational events.
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Day-of Coordination
On-site coordination service that manages event-day logistics, vendors, and timeline execution after planning has already been completed.
Preview intake →Information you need before every event planning event
- Corporate Event
- About How Many Guests
- Already Have Venue Secured
- This Event Scheduled Take
- Authorized Make Decisions And
- Services Help With
- Organization Hosting This Fundraising
- Already Selected Venue Or
- Fundraising Elements Help
- Have Set Fundraising Goal
How event planning lead scoring works
Value signals
- Under 25
- 25 to 100
- 101 to 300
- Over 300
- Within 1 month
- 1 to 3 months
Urgency signals
- Setup and breakdown oversight
Your visitor has a real event. A contact form can’t hear it.
Hosts and planners arrive ready to explain the event. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No event details or scope
- No inspiration photos or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full event scope in their own words
- Inspiration photos and details attached
- Every lead scored by value
- High-intent leads flagged for you
From first click to qualified lead
Follow hosts and planners through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the event
Smart questions adapt to their event and capture the full scope.
They add inspiration
Inspiration photos and event details come attached, so you can quote fast.
You get a ready lead
Scored and qualified — waiting for you to win it.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and event template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Event Planning lead-intake FAQs
What does a event planning intake collect?
Each event planning template asks job-specific questions drawn from the selected service, then captures contact details and relevant inspiration photos. The resulting submission gives the team more context than a name-and-email contact form.
How are event planning leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger event planning opportunities without manually reviewing every raw submission first.
Can visitors try a event planning intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified event planning leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
Browse every events and weddings intake template
While they’re still using contact forms, you’re booking events
Give every website visitor a guided, bilingual, qualifying intake — and turn your event planning traffic into signed work.