Client Call IntakeUse this form while on the phone with a client. Submit when complete.Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.PhoneNameFirstLastRAPPORT & BACKGROUNDHave you planned this event before?If yes how many times?How long have you been with the company / organization?What is your role there?How would you describe the personality of the group? (analytical, social, competitive, relaxed, creative, etc.)Have you had entertainment at this event before?YesNoIDKPast EntertainmentEVENT OVERVIEWWhat type of event is this?Office PartyAwards CeremonyConferenceTradeshowAnniversaryOtherWhat makes this event special for your team?Number of GuestsWho will be attending?EmployeesClientsPlus One'sFamiliesOtherAttending OtherVENUE & ENVIRONMENTEvent venueHow large is the space?Will guests mostly be seated or moving around?SeatedMovingBothIs there a stage available?YesNoIDKIs there a sound system / microphone available?YesNoIDKDress code for the eventCasualBusiness CasualSuit and TieBlack TieIDKEVENT TIMELINETime LineReception, Dinner, Show, etc.Where do you see entertainment fitting into the evening?ENTERTAINMENT PREFERENCES be before? like Interested in servicesStrollingShowPromo VideoPromo WebsiteTradeshowOtherService OtherAt the end of the night, what would make the entertainment feel like a success?BUDGET & DECISION PROCESSWho will be involved in the decision?Just YouTeamLeadershipOtherDecision OtherDo you have a general budget range in mind?When would you like me to follow up after you’ve reviewed the proposal?LEAD QUALITYGeneral NotesLEAD QUALITY *HotWarmRoom TempColdNot SureSubmit
