Client Call Notes

Client Call Intake

Use this form while on the phone with a client. Submit when complete.

Name

RAPPORT & BACKGROUND

If yes how many times?
(analytical, social, competitive, relaxed, creative, etc.)
Have you had entertainment at this event before?

EVENT OVERVIEW

What type of event is this?
Who will be attending?

VENUE & ENVIRONMENT

Will guests mostly be seated or moving around?
Is there a stage available?
Is there a sound system / microphone available?
Dress code for the event

EVENT TIMELINE

Reception, Dinner, Show, etc.

ENTERTAINMENT PREFERENCES

Interested in services

BUDGET & DECISION PROCESS

Who will be involved in the decision?

LEAD QUALITY

LEAD QUALITY