Turn full-service wedding enquiries into consultation-ready leads
Our full-service wedding intake asks about date status, guest count, and budget range up front, then collects venue details and inspiration photos so planners see exactly which couples are ready to book a consultation.
The exact intake your full-service wedding planning leads complete
This is the real 6-question guided intake for Full-Service Wedding Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified full-service wedding planning lead should tell you
Full-service wedding planning covers the entire engagement-to-wedding-day arc, and the intake needs to establish date certainty, guest scale, venue status, decision-making authority, requested services, and budget stage before a planner commits calendar time.
- Wedding Date Status
- How Many Guests Expect
- Already Have Venue Secured
- Primary Decision-Maker This Wedding'S
- Services Most Interested In
- Have General Budget Range
The questions your team needs answered
Every full-service wedding planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your wedding date status? | Date certainty signals how close the couple is to committing, which affects whether the planner should hold time on their own calendar. |
| Approximately how many guests do you expect? | Guest count gives planners a sense of venue and vendor scale even though it doesn't directly move the score. |
| Do you already have a venue secured? | Whether a venue is already secured determines if venue sourcing needs to be part of the engagement scope. |
| Are you the primary decision-maker for this wedding's planning choices? | Confirming the respondent is the actual decision-maker prevents planners from holding a date for someone without approval authority. |
| Which planning services are you most interested in? | Requested services reveal the scope and value of the engagement, from full vendor coordination to lighter day-of support. |
| Do you have a general budget range in mind for this wedding? | Budget stage indicates how financially ready the couple is to move forward versus still exploring options. |
How Cliont scores full-service wedding planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Date is set
- Narrowed to a few dates
- No date chosen yet
- Primary Decision-Maker This Wedding'S: yes
- Vendor coordination
- Budget management
See the lead your team receives
Full-Service Wedding 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 full-service wedding planning workflows
| Cliont capability | Full-Service Wedding Planning application |
|---|---|
| Weighted scoring | Leads with a confirmed date and clear decision-making authority score higher than early-stage browsers, so planners see couples closest to booking first. |
| Decision-maker flag | A "no" answer to the primary decision-maker question tags the lead for confirmation before a planner holds a date or sends a proposal. |
| Multi-select service tagging | Selected services like vendor coordination and budget management populate the CRM record so planners can prep a tailored consultation agenda instead of a generic intro call. |
| CRM routing | Couples with a set date and a defined budget route into the CRM as consultation-ready, separate from early-stage inquiries still comparing dates. |
| Contextual scope flags | Venue status and budget stage inform whether the intake record shows a full-scope engagement or a narrower coordination-only need. |
Common full-service wedding planning lead scenarios
Date locked, ready to book
Couple selected "Date is set," confirmed they're the primary decision-maker, and picked vendor coordination plus budget management — the intake flags this as consultation-ready before any date gets held.
Still comparing venues
Guest count falls in the 151-300 range but the venue isn't secured and the date is only "narrowed to a few dates" — the intake surfaces this as a lead needing a venue-inclusive planning conversation, not an immediate hold.
Early-stage exploration
No date chosen, budget "not decided yet," and guest count marked "not sure" — the intake routes this couple toward nurture follow-up rather than a rushed consultation slot.
Inquiry submitted by a parent
The person filling out the form answers "no" to being the primary decision-maker — the intake tags this so the planner confirms who actually approves budget and date before scheduling anything.
Small wedding, firm budget
Under 50 guests with a defined budget and confirmed decision-maker status shows a different value shape than a large wedding — the intake still treats it as high-priority based on date and budget clarity, not headcount.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book events
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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
Full-Service Wedding Planning lead-intake FAQs
How does the intake handle couples who haven't picked a date yet?
The wedding date status question still captures these leads under "No date chosen yet," but it scores lower than a confirmed date. Planners can still see and follow up with these leads — they're just not treated as ready for a calendar hold.
What if the person filling out the form isn't the decision-maker?
The decision-maker question carries different weights for yes versus no, so a "no" answer flags the lead for a confirmation step before a planner invests time quoting or holding a date for someone who can't approve it.
Can I see which planning services a couple actually wants before the consultation?
Yes — the services question is multi-select, covering vendor coordination, budget management, design and styling, day-of coordination, and guest logistics, so the CRM record shows exactly what to prep for before the call.
Does guest count affect how a lead is prioritized?
Guest count is captured for context but isn't weighted in scoring — it helps planners gauge venue and vendor scale rather than automatically raising or lowering a lead's priority.
What happens if a couple doesn't have a venue secured yet?
The venue question simply flags whether venue sourcing needs to be part of the engagement — it isn't a disqualifier, just a scope signal that changes what the first consultation should cover.
How does budget stage change how a lead is handled?
Whether a couple has a defined budget, a rough idea, or nothing decided yet is used to segment leads into "ready to commit" versus "still exploring," which shapes the tone and content of the planner's follow-up.
Turn full-service wedding planning visitors into qualified events
Give every full-service wedding planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.