Capture event details, budget, and vision before the first call. Qualify clients, not just inquiries.
Every event inquiry isn't a good fit. HeyIntake helps you collect budget range, guest count, date, venue status, and style preferences so you can identify ideal clients and skip the tire-kickers.
In event planning, mismatched expectations are expensive. Champagne dreams on a beer budget leads to unhappy clients and negative reviews.
A simple 'I'm planning an event' inquiry tells you nothing. Is it a 20-person dinner party or a 500-person corporate gala? Do they have $5,000 or $50,000? Are they planning for next month or next year? Without this context, you're flying blind into consultations.
HeyIntake captures the essential details before you spend an hour on a discovery call. Event type, guest count, date, venue status, budget range, and their vision for the event. Our AI identifies which inquiries match your ideal client profile and flags potential red flags.
For wedding planners, corporate event coordinators, and party planners, this means consultations with qualified clients, realistic expectations from day one, and a portfolio of events that match your brand.
Sound familiar? HeyIntake solves these problems automatically.
Spending an hour on a consultation only to discover their budget is a fraction of what the event requires.
Inquiries for elaborate events 3 weeks out that would normally require 6 months of planning.
'I want something elegant' could mean anything — you need specifics to quote accurately.
Checking vendor availability for a date they're not even committed to.
No documented requirements means constant 'can you also...' additions.
Leads who inquire, get proposals, and disappear without responding.
Customize these or create your own — HeyIntake's drag-and-drop builder makes it easy.
HeyIntake's AI helps you identify dream clients and politely decline budget mismatches before wasting time.
Wedding • 150 guests • $75K Budget • October 2027
"Planning fall wedding, 150 guests, venue booked at local vineyard. $75K total budget, seeking full planning. Clear vision, realistic timeline. Ideal client match."
From inquiry to qualified consultation in three steps
Potential clients provide event details, date, budget, and style preferences through your branded form.
Our AI scores budget fit, timeline feasibility, and alignment with your ideal client profile.
Enter consultations knowing the scope, budget, and vision. Close more aligned clients.
Know if their budget matches their vision before the first call.
AI alerts you when requested dates don't allow adequate planning time.
Collect Pinterest boards, color palettes, and must-haves before consultation.
Know who's involved in the planning decisions before investing time.
Send proposals, contracts, and timelines automatically based on intake.
See all inquiries from initial contact through contracted event.
Explore how other industries use AI-powered intake forms
Have questions about HeyIntake for event planners?