Event Planning Questionnaire Template
A free event planning questionnaire for event planners. Get the event type, date, guest count and budget, and see which inquiries to call first.
Customize the pages and design to fit your needs.
About this template
Ask every inquiry what they're planning, when, for how many guests, and the budget before the first call. Lead mode marks events with a date set and a budget that fits as hot leads.
Common uses
- Event planning companies
- Corporate event planners
- Party and milestone planners
Key features
- Date, guest count and budget
- Hot lead tagging
- Services checklist
What this template asks
What's your name?
Short Text
What's your email address?
Email
What's your phone number?
Phone
What's your company name?
Short Text · Optional
What are you planning?
Single Choice · Corporate event, Conference or retreat, Milestone birthday or anniversary, Wedding, Fundraiser or gala, Something else
Do you have a date set?
Single Choice · Yes, the date is set, We have a few dates in mind, Not yet
When is the event?
Date · Optional
How many guests are you expecting?
Single Choice · Under 50, 50 to 150, 150 to 300, 300 or more
Have you booked a venue?
Yes / No
What help do you need?
Multiple Choice · Full planning, Venue search, Vendor booking, Decor and design, Coordination on the day
What's your total event budget?
Single Choice · Under $5,000, $5,000 to $15,000, $15,000 to $50,000, $50,000 or more
Describe the event you have in mind
Long Text · Optional
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
Frequently asked questions
What should an event planning questionnaire ask?
What's being planned, the date, guest count, venue, the help needed and the total budget, plus a short description.
How does lead mode sort inquiries?
Events with a date set, full planning and a budget that fits are marked as hot leads. Budgets under your minimum are marked as not a fit.
Can I connect it to my calendar?
Yes. Add a Calendly or Cal.com question at the end so good fits can book a call right away.