{"id":7719,"date":"2015-11-26T14:10:00","date_gmt":"2015-11-26T19:10:00","guid":{"rendered":"https:\/\/www.qceventplanning.com\/?p=7719"},"modified":"2015-11-26T14:10:00","modified_gmt":"2015-11-26T19:10:00","slug":"top-questions-to-ask-at-every-client-consultation-free-download","status":"publish","type":"post","link":"https:\/\/www.qceventplanning.com\/blog\/2015\/11\/top-questions-to-ask-at-every-client-consultation-free-download","title":{"rendered":"Top Questions to Ask at Every Client Consultation (Free Download!)"},"content":{"rendered":"<p>With many prospective clients, the consultation meeting is your first face to face interaction. This means it\u2019s also your first opportunity to make a good impression.<\/p>\n<p>Perhaps most importantly, client consultations are your chance to ask questions, get the details you need, and communicate with the client about each other\u2019s expectations.<\/p>\n<p>Are you worried that you\u2019ll forget what questions to ask once you\u2019re face to face? Make a list! There\u2019s no harm in bringing a questionnaire sheet or a tablet with you as a prompt.<\/p>\n<p>When you\u2019re creating your list, make sure to include these 12 key questions!<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.qceventplanning.com\/blog\/2015\/11\/top-questions-to-ask-at-every-client-consultation-free-download\/#What_kind_of_event_is_this_What_is_the_purpose_of_the_event\" >What kind of event is this? What is the purpose of the event?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.qceventplanning.com\/blog\/2015\/11\/top-questions-to-ask-at-every-client-consultation-free-download\/#Do_you_have_a_prospective_date\" >Do you have a prospective date?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.qceventplanning.com\/blog\/2015\/11\/top-questions-to-ask-at-every-client-consultation-free-download\/#What_is_the_location_of_your_event\" >What is the location of your event?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.qceventplanning.com\/blog\/2015\/11\/top-questions-to-ask-at-every-client-consultation-free-download\/#Have_you_already_chosen_a_venue\" >Have you already chosen a venue?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.qceventplanning.com\/blog\/2015\/11\/top-questions-to-ask-at-every-client-consultation-free-download\/#How_many_guests_are_on_your_guest_list\" >How many guests are on your guest list?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.qceventplanning.com\/blog\/2015\/11\/top-questions-to-ask-at-every-client-consultation-free-download\/#Are_there_any_guests_of_honor\" >Are there any guests of honor?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.qceventplanning.com\/blog\/2015\/11\/top-questions-to-ask-at-every-client-consultation-free-download\/#Will_the_event_involve_any_special_features_eg_a_meal_guest_speakers_live_entertainment_etc\" >Will the event involve any special features (e.g. a meal, guest speakers, live entertainment, etc)?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.qceventplanning.com\/blog\/2015\/11\/top-questions-to-ask-at-every-client-consultation-free-download\/#List_the_top_3_most_important_factors_that_will_make_this_event_a_success\" >List the top 3 most important factors that will make this event a success.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.qceventplanning.com\/blog\/2015\/11\/top-questions-to-ask-at-every-client-consultation-free-download\/#Are_there_any_elements_you_do_not_want_at_the_event\" >Are there any elements you do not want at the event?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.qceventplanning.com\/blog\/2015\/11\/top-questions-to-ask-at-every-client-consultation-free-download\/#What_kind_of_atmosphere_would_you_like_the_event_to_have_Do_you_have_a_specific_theme_style_or_central_color_scheme_in_mind\" >What kind of atmosphere would you like the event to have? Do you have a specific theme, style, or central color scheme in mind?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.qceventplanning.com\/blog\/2015\/11\/top-questions-to-ask-at-every-client-consultation-free-download\/#What_would_you_most_like_to_hear_guests_say_about_the_event_when_its_finished\" >What would you most like to hear guests say about the event when it\u2019s finished?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.qceventplanning.com\/blog\/2015\/11\/top-questions-to-ask-at-every-client-consultation-free-download\/#What_is_your_budget_for_the_event_overall_and_per_person\" >What is your budget for the event (overall and per person)?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.qceventplanning.com\/blog\/2015\/11\/top-questions-to-ask-at-every-client-consultation-free-download\/#Ask_yourself_questions_too\" >Ask yourself questions too!<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_kind_of_event_is_this_What_is_the_purpose_of_the_event\"><\/span>What kind of event is this? What is the purpose of the event?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This one seems like common sense, but ask it anyway! If you\u2019re going to plan a good, detailed, and enjoyable event, you need to know what you\u2019re working with. Hearing the purpose of the event described in the client\u2019s own words can give you insight into their personality, style, and expectations.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"672\" height=\"297\" src=\"https:\/\/www.qceventplanning.com\/wp-content\/uploads\/2015\/11\/Wedding-ceremony-decor.jpg\" alt=\"Wedding ceremony decor\" class=\"alignnone size-full wp-image-7738\" srcset=\"https:\/\/www.qceventplanning.com\/blog\/wp-content\/uploads\/2015\/11\/Wedding-ceremony-decor.jpg 672w, https:\/\/www.qceventplanning.com\/blog\/wp-content\/uploads\/2015\/11\/Wedding-ceremony-decor-300x133.jpg 300w\" sizes=\"auto, (max-width: 672px) 100vw, 672px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Do_you_have_a_prospective_date\"><\/span>Do you have a prospective date?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You need to know how long you have to plan the event so you can build a timeline and prioritize tasks. You also need to know whether planning that event within that timeframe is realistic.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_is_the_location_of_your_event\"><\/span>What is the location of your event?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Will the event be in your current city, or does it require travel? The answer to this question could change how you approach planning, the amount of the estimate you give the client, or perhaps even whether you choose to work together.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Have_you_already_chosen_a_venue\"><\/span>Have you already chosen a venue?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>If the venue is set, you\u2019ll have a starting point for the planning. If the venue hasn\u2019t been chosen yet, you\u2019ll be responsible for helping your client make that choice. As you can imagine, this will affect your planning timeline!<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_many_guests_are_on_your_guest_list\"><\/span>How many guests are on your guest list?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The earlier you know the size and scope of the event, the better. Countless other elements of the planning process depend on how many people will be in attendance. If the client hasn\u2019t determined the size of the guest list yet, this will be another important element for you to help them with quickly once you sign the contract.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Are_there_any_guests_of_honor\"><\/span>Are there any guests of honor?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Considering a guest of honor right from the beginning helps you focus your planning process. Who should be the center of attention? What are they celebrating? Make sure the event caters to that person\u2019s preferences as well as your actual client.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Will_the_event_involve_any_special_features_eg_a_meal_guest_speakers_live_entertainment_etc\"><\/span>Will the event involve any special features (e.g. a meal, guest speakers, live entertainment, etc)?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Not every event involves dinner and a show, but you\u2019ll need to know as soon as possible if it does! Hiring caterers, coordinating guest speakers, and booking live entertainment will make up a significant portion of your planning process if those elements are included in the event.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"672\" height=\"297\" src=\"https:\/\/www.qceventplanning.com\/wp-content\/uploads\/2015\/11\/Server-with-drinks-at-special-event.jpg\" alt=\"Server with drinks at special event\" class=\"alignnone size-full wp-image-7736\" srcset=\"https:\/\/www.qceventplanning.com\/blog\/wp-content\/uploads\/2015\/11\/Server-with-drinks-at-special-event.jpg 672w, https:\/\/www.qceventplanning.com\/blog\/wp-content\/uploads\/2015\/11\/Server-with-drinks-at-special-event-300x133.jpg 300w\" sizes=\"auto, (max-width: 672px) 100vw, 672px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"List_the_top_3_most_important_factors_that_will_make_this_event_a_success\"><\/span>List the top 3 most important factors that will make this event a success.<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Get to know your client\u2019s top priorities. Which elements of the event do they want you to spend the most time and money on? You\u2019ll need to pay particular attention to these details in order for the event to be considered a success in your client\u2019s mind.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Are_there_any_elements_you_do_not_want_at_the_event\"><\/span>Are there any elements you do <em>not<\/em> want at the event?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Different clients enjoy different activities, entertainment, and kinds of events. Don\u2019t assume that new clients will have \u201ccookie cutter\u201d preferences and try not to rely on a standard event template. Asking them what they do want is essential, but asking them what they don\u2019t want can tell you even more about their expectations and personality.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_kind_of_atmosphere_would_you_like_the_event_to_have_Do_you_have_a_specific_theme_style_or_central_color_scheme_in_mind\"><\/span>What kind of atmosphere would you like the event to have? Do you have a specific theme, style, or central color scheme in mind?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This question gives you insight into the kind of event you\u2019re planning and also the kind of client you\u2019re dealing with. Talking about themes and style immediately sets the tone for how you\u2019ll move forward if you decide to work together. If they haven\u2019t decided yet, you\u2019ll have a better idea of the scope of work involved on your end.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"672\" height=\"297\" src=\"https:\/\/www.qceventplanning.com\/wp-content\/uploads\/2015\/11\/Wedding-decor-with-romantic-atmosphere.jpg\" alt=\"Wedding decor with romantic atmosphere\" class=\"alignnone size-full wp-image-7737\" srcset=\"https:\/\/www.qceventplanning.com\/blog\/wp-content\/uploads\/2015\/11\/Wedding-decor-with-romantic-atmosphere.jpg 672w, https:\/\/www.qceventplanning.com\/blog\/wp-content\/uploads\/2015\/11\/Wedding-decor-with-romantic-atmosphere-300x133.jpg 300w\" sizes=\"auto, (max-width: 672px) 100vw, 672px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_would_you_most_like_to_hear_guests_say_about_the_event_when_its_finished\"><\/span>What would you most like to hear guests say about the event when it\u2019s finished?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This question is a great way to uncover your client\u2019s expectations without putting them on the spot and demanding that they list their expectations!<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_is_your_budget_for_the_event_overall_and_per_person\"><\/span>What is your budget for the event (overall and per person)?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Getting the details about the client\u2019s budget might be the most important part of the entire consultation meeting. You need to know whether the client can afford your services, whether the event they\u2019re prepared to pay for is within your abilities, and whether their expectation is realistic within that budget.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Ask_yourself_questions_too\"><\/span>Ask yourself questions too!<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Towards the end of the consultation meeting, silently ask yourself a few questions as well:<\/p>\n<ul>\n<li>Do you feel unclear about anything?<\/li>\n<li>Do you have all of the details you need to move forward?<\/li>\n<li>How are you and the potential client \u201cmeshing\u201d? Do you feel comfortable about the idea of signing a contract with them?<\/li>\n<\/ul>\n<p>If the answer to any of these questions is \u201cNo\u201d, then you should seek clarification, ask them more questions, or evaluate whether this partnership is the best thing for you. If the answer is \u201cYes\u201d, then you\u2019re good to go!<\/p>\n<p align=\"center\"><strong>Click the button to download our free <a href=\"https:\/\/www.qceventplanning.com\/wp-content\/uploads\/2015\/11\/Questions-to-Ask-at-Every-Client-Consultation.pdf\" target=\"_blank\" rel=\"noopener\">Questions to Ask at Every Client Consultation<\/a> checklist so you can track and save your clients&#8217; answers for future use!<\/strong><\/p>\n<p><a href=\"https:\/\/www.qceventplanning.com\/wp-content\/uploads\/2015\/11\/Questions-to-Ask-at-Every-Client-Consultation.pdf\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"672\" height=\"448\" src=\"https:\/\/www.qceventplanning.com\/wp-content\/uploads\/2015\/11\/Client-Consultation-Questions-Download.png\" alt=\"Client Consultation Questions Download\" class=\"alignnone size-full wp-image-7727\" srcset=\"https:\/\/www.qceventplanning.com\/blog\/wp-content\/uploads\/2015\/11\/Client-Consultation-Questions-Download.png 672w, https:\/\/www.qceventplanning.com\/blog\/wp-content\/uploads\/2015\/11\/Client-Consultation-Questions-Download-300x200.png 300w\" sizes=\"auto, (max-width: 672px) 100vw, 672px\" \/><\/a><\/p>\n<h3 align=\"center\"><i>Would you like to learn more about client consultation meetings and communicating with potential clients? <a href=\"https:\/\/www.qceventplanning.com\/online-event-courses\/\" target=\"_blank\" rel=\"noopener\">Check out the courses<\/a> here at QC Event School!<\/i><\/h3>\n","protected":false},"excerpt":{"rendered":"<p>Here are the top client consultation questions! Download this free checklist to easily keep track of and save your clients&#8217; answers. <\/p>\n","protected":false},"author":4,"featured_media":7749,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[10,6,21],"tags":[],"ppma_author":[345],"class_list":["post-7719","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-free-resources","category-general-tips","category-planning-tips"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Top Questions to Ask at Every Client Consultation (Free Download!) - Pointers for Planners<\/title>\n<meta name=\"description\" content=\"Here are the top client consultation questions! 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