Wedding Planner Questionnaire

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Wedding Planner Questionnaire

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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Wedding Planner Questionnaire

Fully editable with custom branding. Send, print or embed online.

Wedding Planner Questionnaire

Fully editable with custom branding. Send, print or embed online.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Wedding planner questionnaires are a great way to get to know your clients and their needs. They can help you to determine what services to offer and can also help you to create a custom wedding planning package for your clients.

Wedding planners should use questionnaires as part of their initial consultation with potential clients and use them on an ongoing basis to ensure that they are providing the best possible service.

Note: Create a questionnaire easily with Bonsai's software. Our form builder lets you easily design and create professional looking documents instantly. You'd also get access to our proposal, contract and invoice template for event planners to send to clients. Claim your 14-day free trial here.

How to Create a Wedding Planner Questionnaire - Things to Keep in Mind

There are different ways to create a wedding plan questionnaire, but there are some key elements that all good questionnaires should include.

Here are some tips for creating an effective event-planning questionnaire:

Keep it short and sweet

Wedding planning questionnaires should be short and to the point. They should only ask essential questions to help you understand your client's needs.

Sweeten the deal by offering a discount or freebie for completing the questionnaire.

Make it engaging

You need to make it engaging to get your clients to fill out your questionnaire. Use questions that are interesting and relevant to your clients.

Avoid using yes/no questions, and try to use open-ended questions that will give you more information.

Make it visually appealing

No one wants to fill out a boring questionnaire. Make your questionnaire visually appealing by using images, graphics, and color. You can also use fun fonts to make your questionnaire more engaging.

Make it easy to understand

Your questionnaire should be easy to understand, with clear and concise questions. Wedding planning can be complex, so your questionnaire should be simple and straightforward.

If the client has to think too much about the answer, they may not bother filling it out at all.

Include multiple-choice and open-ended questions

To get the most information from your clients, include both multiple-choice and open-ended questions. This will give you a well-rounded picture of what the client is looking for.

One way to do this is to use a Likert scale, which is a type of multiple-choice question that uses a scale to measure opinion.

You can also use open-ended questions to get more detailed information about the client’s wedding style, their favorite things, or anything else that you think would be helpful to know.

Include a call-to-action

Ensure your clients know what you want them to do with the questionnaire. Include a call to action at the end of the questionnaire, such as “Please return this questionnaire to your wedding planner” or “Please email this questionnaire to your wedding planner.”

Note: Try Bonsai's wedding planner contract templates to send legally reviewed agreements to clients. Our documents are carefully worded and reviewed by attorneys so you'll be covered from future mishaps. Try a 14-day free trial today.

How Do You Format the Questions in the Questionnaire?

Your questionnaire should be divided into sections, with each section focusing on a different aspect of the wedding planning process.

Here are some sections that you may want to include in your questionnaire:

The Basics

This section should include clients’ preference questions to help you understand their wedding vision. This is where you can ask about the wedding date, budget, guest count, and other important details.

Some of the questions that you may want to include are:

  • When is the wedding date?: Helps you understand if the client is flexible with their date.
  • What is the wedding budget?: This will help you understand what kind of services the client can afford and help you set realistic budget.
  • What is your Wedding style? (e.g., formal, casual, Destination, etc.): Helps you understand the client’s vision for their wedding. Knowing the wedding style will also help you to make recommendations for reception venue, vendors, and other services.
  • What is the Wedding theme?: A theme can be anything from “Winter Wonderland” to “Vintage Glam.” Having a theme will help you to understand the overall tone of the wedding venue and make recommendations accordingly.
  • Have you ever hired an event planner? If yes, please describe the experience: This question will help you to understand the client’s expectations and needs.

Overview of the event

This section should include questions about the events that will take place on the wedding day.

You can use this section to ask about the ceremony, reception details, and other events that the clients are planning.

Some of the questions that you may want to include are:

  • Do you plan on having a first look?: A first look is when the bride and groom see each other before the ceremony. This can be a special moment for the couple and will also help to calm their nerves before the big day.
  • Do you plan on having speeches?: Speeches are typically given by close friends or family members of the bride and groom. This is a great way to personalize the wedding and make it more memorable for the guests.
  • What atmosphere or tone would you like to set?: Music, lighting, and decorations can all help to set the tone for the wedding. This is your opportunity to make sure that the wedding day reflects the client’s personality and style.
  • What type of food do you want?: There are many different options when it comes to food, so it’s important to ask the client what they are looking for. Some couples may want a sit-down meal, while others may prefer a buffet or station.

Learning about the invites

Knowing who is invited to the wedding is important for many reasons. First, it will help you to understand the size of the event.

Second, it can help you to make sure that everyone receives an invitation. Finally, it will help you to know if there are any special guests that need to be accommodated.

Some of the questions that you may want to include are:

  • Who is invited to the wedding?: This will help you understand how many people will attend the event. Also, you can request a list of names and addresses so that you can send out the invitations.
  • Do you have any VIP guests or people with personal challenges?: This will help you to make sure that all of the important guests are taken care of. You may need to make special arrangements for transportation, accommodations, or food allergies.
  • Are there any children invited to the wedding?: This will help you to know if you need to make arrangements for childcare. It is also important to know if the children will be sitting with their parents or with other guests.

Finals Details for the Big Day

The final details of the wedding are just as important as the planning. This is your opportunity to make sure that everything is in place for the big day.

Some of the questions that you may want to include are:

  • Do you intend to have a host, live entertainment, speakers, or other presenters for the wedding party?: This will help you to make sure that all of the necessary equipment is available.
  • Are there any other details that we need to know?: This is your chance to ask about anything that you may have forgotten.
  • Do you plan to purchase event insurance?: This is an important question, as event insurance can protect you from unforeseen problems.

Now Build an Event Planning Questionnaire

Now that you know what to include in a wedding planner questionnaire, you can start building your own.

Use the questions above as a starting point, and make sure to tailor the questions to fit your specific needs.

Remember, the more information you have, the better prepared you will be to plan your next event questionnaire. Good luck!

Frequently Asked Questions
Questions about this template.

What is the difference between a wedding coordinator and planner?

Simple--a wedding planner is involved with the entire wedding process whereas a coordinator is only responsible for the logistics of the wedding.

What is the target market for wedding planners?

Wedding planners should target engaged couples who are looking to plan a wedding. These are warmer prospects as they are already looking to have a wedding and your services could be of use.

What should be in a wedding planner?

A wedding planner handles everything from A to Z. From payments, schedules, vendor meetings, details, timelines, and budgets. The planner works closely with the to-be married couple to plan the perfect wedding.