CLIENT ONBOARDING QUESTIONNAIRE Client Onboarding Questionnaire Form "*" indicates required fields Step 1 of 3 33% Name* First Name Last Name Preferred nameEmail address* Phone number*PronounsEvent date* Month Day Year Is this a single day event? Yes No What are the event dates (example 01/01 - 01/04/2023 or 01/01/2023, 01/03/2023, etc)? Month Day Year Event address (city and state if address unknown)Street AddressAddress Line 2Address Line 2Event address (city and state if address unknown)* City * State / Province / Region * Are you the primary decision maker? Yes No Decision makerName* First Name Last Name Title/RoleEmail address* Phone number*Event type* Corporate event Wedding Anniversary Birthday Baby shower Graduation Other Corporate eventCompany name*Your role*Final decision maker?* Yes No WeddingPartner’s first name*Partner’s last name*Wedding name*VIP Guests first and last name with title (example: Jane Doe, flowergirl)*AnniversaryPartner’s first name*Partner’s last name*Anniversary date*Baby showerBaby’s genderGraduationSchool name*Level of education*OtherSpecifyWhat are the event’s primary colors?Suppliers you have secured (company name, email, phone number, website, and cost)?Company NameEmail Phone numberWebsite CostFileMax. file size: 50 MB.Suppliers you need assistance securing (example: DJ, photographer, videographer, etc)?Service type Add RemoveNumber of hours Add Remove Preferred method of communication? Call Text Email WhatsApp Social media Other Phone numberLink to profile If other then a area for them to specifyEmergency contactName* First name Last name Email address Phone number*Relationship*What is your favorite food? (Add details for your partner if applicable)*What is your favorite dessert (Add details for your partner if applicable)?What is your favorite beverage? (Add details for your partner if applicable)*Dietary restrictions? (Add details for your partner if applicable)*What is your favorite song? (Add details for your partner if applicable)What is your favorite color? (Add details for your partner if applicable)How can we ensure our work together goes smoothly?Is there anything specific you would like us to know about the event (surprise you’d like to coordinate, special shout out, important notes, VIP guest, etc…)
