Turn partial-planning enquiries into consultation-ready leads
Ask every couple about their wedding date, guest count, and current planning stage, then collect signed vendor contracts and venue confirmations up front. Cliont scores each answer so you know who's ready for a consultation and who still needs nurturing.
The exact intake your partial wedding planning leads complete
This is the real 6-question guided intake for Partial Wedding Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified partial wedding planning lead should tell you
Ongoing planning support for couples who already have a venue and some vendors booked but still need help finalizing remaining details, décor, logistics, and the day-of timeline.
- Wedding Date Or Timeframe
- Areas Still Help Finalizing
- About How Many Guests
- Person Authorized Make Decisions
- Have Defined Overall Budget
- Best Describes Current Stage
The questions your team needs answered
Every partial wedding planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your wedding date or timeframe? | The timeframe answer helps you judge how much runway exists before the wedding, so you can prioritize consultations for dates that are approaching versus those still open-ended. |
| Which areas do you still need help finalizing? | Segments the lead so you can route, price, and prioritize it correctly. |
| About how many guests are you expecting? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the person authorized to make decisions and bookings for this wedding? | A 'yes' here scores noticeably higher than 'no,' since a lead who can actually sign off on bookings is far more likely to convert a consultation into a hold. |
| Do you have a defined overall budget for the wedding? | Knowing whether a budget is already defined tells you if the conversation still needs to start with budget-setting or can move straight to vendor and logistics decisions. |
| Which best describes your current planning stage? | Couples with a venue and key vendors already booked carry the top weight because they're the closest to needing coordination help right now, versus those with only ideas and nothing booked. |
How Cliont scores partial wedding planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Person Authorized Make Decisions: yes
- Venue and key vendors already booked
- A few vendors booked, others pending
- Just starting to book vendors
Disqualifiers
- Not sure yet
See the lead your team receives
Partial 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 partial wedding planning workflows
| Cliont capability | Partial Wedding Planning application |
|---|---|
| Weighted lead scoring | Combines the decision-maker and planning-stage answers so couples who are authorized to book and already have a venue and vendors locked in rank above early-stage or unauthorized inquiries. |
| Multi-select branching | Uses the 'which areas do you still need help finalizing' question to route leads needing logistics or day-of timeline support differently than leads needing décor or vendor selection help. |
| CRM routing | Sends leads with venue and vendors already booked into your CRM tagged for faster consultation scheduling, while early-stage inquiries land in a nurture view. |
| Document collection | Requests signed vendor contracts and venue confirmations upfront so you can verify what's actually booked before the consultation instead of asking again on the call. |
Common partial wedding planning lead scenarios
Venue and vendors already booked
A couple selects the highest-weighted planning stage option because their venue and key vendors are locked in and they just need coordination and design help finalized.
Early-stage couple still comparing vendors
The couple has only ideas and nothing booked yet, which scores lower on the planning-stage question and signals they may need more nurturing before a consultation makes sense.
Inquiry from someone other than the couple
A parent or bridesmaid fills out the form and answers 'no' on the decision-maker question, which lowers the score and flags that you'll need to confirm who is actually authorized to book.
Large guest list, logistics-heavy wedding
A couple expecting over 200 guests selects day-of timeline, logistics, and guest-list management as their open needs, pointing toward a more complex coordination scope.
No date set, budget undefined
The couple hasn't chosen a wedding date or set a budget yet, which the intake surfaces so you can decide whether to hold a consultation slot or wait until they've narrowed things down.
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
Partial Wedding Planning lead-intake FAQs
How does the intake treat couples who've already booked their venue and vendors?
The planning-stage question carries the highest weight when venue and key vendors are already booked, since these couples are typically closer to needing coordination help than couples starting from scratch.
What happens if the person filling out the form isn't the one who'll sign contracts?
The decision-maker question scores 'yes' answers higher than 'no,' so a form filled out by a parent, friend, or planner-on-behalf-of surfaces at a lower score until you confirm who's actually authorized to book.
Can the intake tell me which planning areas a couple still needs help with?
Yes, the multi-select question on remaining planning needs lets couples flag vendor selection, timeline, décor, logistics, RSVP management, or budget tracking, so you know the scope before the consultation.
Do couples need a defined budget before they can request a consultation?
No, the intake asks whether a budget is set as a qualifying data point, not a requirement, so you can see budget readiness alongside planning stage rather than gatekeeping the form on it.
How does guest count factor into how leads get scored?
Guest count is captured as a range from under 50 to over 200 and is used alongside planning stage and remaining needs to help you gauge the scale of coordination involved, without disqualifying smaller or larger weddings.
What if a couple hasn't picked a wedding date yet?
The date/timeframe question includes a 'date not set yet' option, so those leads still come through and are visible in your CRM rather than being blocked by the form.
Turn partial wedding planning visitors into qualified events
Give every partial wedding planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.