Know which corporate event leads are worth consultation time
Ask about guest count, venue status, and who holds budget authority before you commit a date, and collect an RFP or venue confirmation up front so your team isn't guessing at scope.
Preview your corporate event planning intake
Explore 6 questions from the Corporate Event Planning template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified corporate event planning lead should tell you
Planning and coordination for business-related gatherings such as conferences, product launches, holiday parties, retreats, and internal meetings, qualified by event type, guest count, venue status, timeline, and who holds budget authority.
- Corporate Event
- About How Many Guests
- Already Have Venue Secured
- This Event Scheduled Take
- Authorized Make Decisions And
- Services Help With
The questions your team needs answered
Every corporate event planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of corporate event are you planning? | The event type tells your team which vendors, staffing, and format to prepare for before the consultation. |
| About how many guests are expected to attend? | Guest count is the strongest driver of budget and logistics complexity, and carries the heaviest scoring weight in the catalog. |
| Do you already have a venue secured for this event? | Whether a venue is already secured determines if venue sourcing needs to be part of the scope of work. |
| When is this event scheduled to take place? | How soon the event is scheduled shows how quickly your team needs to respond before a date fills elsewhere. |
| Are you authorized to make decisions and approve budget for this event? | Confirming budget authority prevents your team from holding a date for someone who still needs sign-off from someone else. |
| Which services do you need help with? | Knowing exactly which services are requested lets you scope and price the engagement instead of guessing at what's included. |
How Cliont scores corporate event planning leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Under 25
- 25 to 100
- 101 to 300
- Over 300
- Within 1 month
- 1 to 3 months
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Corporate Event Planning Lead
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.
Built for corporate event planning workflows
| Cliont capability | Corporate Event Planning application |
|---|---|
| Weighted lead scoring | Guest count and event timeline answers are weighted directly, so a 300-plus attendee event happening within a month automatically outranks a vague, date-unset inquiry. |
| Budget authority gate | Flags leads where the requester isn't authorized to approve budget, so your team can loop in the real decision-maker before quoting or holding a date. |
| Multi-select service scoping | Captures exactly which services are wanted (venue, vendors, catering, AV, day-of, or full planning) so you can price and staff the engagement before the consultation call. |
| Document collection | Collects an RFP, event brief, or existing venue confirmation upfront so your team walks into the consultation with real event details instead of starting from scratch. |
Example corporate event planning lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Last-minute conference request
Event date is within 1 month, guest count is over 300, and the requester has budget authority, so the intake routes it straight to the top of the queue.
Early-stage product launch inquiry
Date isn't set yet and guest count is unclear, so the intake still logs the lead but flags it as early-stage rather than treating it like a date-ready booking.
Holiday party with venue locked
A mid-size guest count with a venue already secured shifts the request toward catering and AV coordination instead of full venue sourcing.
Assistant filling out the form
When the person completing the intake isn't authorized to approve budget, the answer is captured so your team follows up with the actual decision-maker before holding a date.
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Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
More event planning intake templates
Corporate Event Planning lead-intake FAQs
What happens if the corporate event date hasn't been decided yet?
The intake captures 'Date not set yet' as a valid answer and scores it lower than a firm date, so you can see at a glance which leads are ready to book versus still exploring.
How does the intake handle someone who can't approve the budget themselves?
The intake directly asks whether the person is authorized to approve budget for the event, so your team knows to loop in the real decision-maker before holding a date that never books.
Can the intake tell a small internal meeting apart from a large conference?
Yes, it asks for the event type and expected guest count separately, so a 20-person seminar is scored and routed differently than a 300-plus attendee summit.
Does the intake ask what services we're actually being hired for?
It includes a multi-select for services like venue selection, vendor coordination, catering, AV/production, day-of coordination, or full end-to-end planning, so you know the real scope before the consultation.
How is this different from your conference planning intake?
This intake covers the full range of corporate events, including holiday parties, product launches, and team retreats, while the separate Conference Planning subservice is built specifically around multi-session conference and summit logistics.
Does it matter whether a venue is already booked?
Yes, the intake asks directly whether a venue is secured, which tells your team whether venue sourcing needs to be part of the engagement or whether planning can start from vendor coordination onward.
Turn corporate event planning visitors into qualified events
Give every corporate event planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.