What To Expect During Our Initial Consultation

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The first step in booking our event planning, design and/or coordination services involves an initial consultation which can be done over the phone, in person or with the use of technology these days - Skype or FaceTime.  All methods work well and we try to make it as easy as possible by being accessible in a variety of ways.

​An initial consultation can take anywhere from 30 minutes to 1 hour. The more questions you ask or the more details we cover the longer the consultation will be.  Schedule a phone consultation when you know you have at least 30 minutes without any distractions so that we can make the most of our time without interruptions. 

If you are not sure you need an Event Planner or just want to clarify what we offer and how we can help you, a consultation is a great way to get all your questions answered so you can make an informed decision.  

To serve our clients the best we can, we need to get to know more about you, your event and how we can be the most beneficial to you. A consultation not only helps us understand what you need but it also allows us to get to know more about each other which will determine if we are good fit to partner together. ​

Here are some things you should do prior to our call or meeting.

1. ​Review our website, About page and list of services we offer. 
2. Follow us on social media to see tips, ideas and images of other events and weddings.
3. Write down questions you want to ask about our services, pricing and/or packages.
4. Determine what your event or wedding budget is. Additionally, for weddings, what you are willing to spend on wedding planning/design/coordination services.
5. Create a Pinterest board about your event or wedding and start saving images you see that you would like to re-create. Determine a color scheme, theme, and/or what the style of your event will be.
6. Gather information about any event/wedding details you have already secured such as your venue, event vendors or any other details​.

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Here are some things we will go over together during our call or meeting.

1. What type of event you are planning (meeting, fundraiser, wedding, etc)
2. Details and logistics - the date of your event, time, location and number of guests, 
3. The theme, style or vision you have for your event.
4. The purpose of your event (if not a wedding) and what feeling you want your guests to have during the event.  What is the outcome you hope to achieve.
5. What services you are looking for that we can provide. (What services are most needed and would be the most beneficial to you.)
6. Personal questions about you, your background, where you live, etc. If you are planning a wedding, we will also ask how you and your fiance met, when you got engaged and how he or she proposed!
7. Also if you are planning a wedding, we may ask about your families, parents and people closest to you. We'll discuss details about your wedding party and who will be most involved in the planning process. (Your, your fiance, your parents, etc).
8. What is the event or wedding budget. We will discuss all event services and prices so you have a clear understanding of what we can offer. We will then discuss your budget and how much you are able to spend on these services. You can estimate if you are not sure exactly how much you can spend. It helps to have a number you are comfortable with in mind.

Towards the end of the conversation we will summarize what we discussed to make sure we have all the details correct. If at that point you are interested in a proposal we'll take all the information you gave us and write a formal proposal to send you to review. 

There is no obligation after our initial consultation to book our services (but we hope you do)! We are happy to talk with you and answer any questions you have!
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Schedule your FREE initial consultation here and let's get started!