Quick answer
A good intake questionnaire asks for the date, venue status, guest count, budget range, style, must-have vendors and decision makers, in that order. Use the template below, and let Gina read returned forms and PDFs into your records so nobody retypes them.
What Gina does with it
Short, muted clips of the job and what Gina hands back. Every draft waits for your yes.
How to fill it in
Start with the date
Everything else depends on it.
Venue status
Booked, shortlisted or open.
Guest count and budget range
A range is enough.
Style and must-have vendors
What they already love.
Decision makers
Who else signs off.
Let Gina draft it from your own pricing
Returned forms read in
Gina saves each answer to the client file.
A guided intake instead of a PDF
One question at a time, saved as they go.
You approve everything
Nothing goes live without your yes.
Every reply, proposal and deposit link waits in one list. Approve it, edit it or leave it. Gina never sends on its own.
How approvals workA drafted proposal for the Morgan wedding arrives marked waiting on you. Approve is pressed, a check lands and the card shows Sent. A second draft, a follow-up to the Ellis anniversary party, is edited first to change next week to Thursday, then approved and sent.
What you can check before you decide
No invented numbers or borrowed testimonials. These are the parts you can verify in a demo.
- Nothing goes out without your yesEvery drafted reply, proposal, post or payment waits in your approval inbox until you say send.
- Runs on the agent you already haveGina works through your own AI account, so her work draws on a plan you already pay for. Today that means a Claude Pro or Max plan; more agents are coming.
- Works with the tools you already useYour email, calendar, Google Sheets and CRM. There is no new system to move your business into.
- See the real product firstThe walkthrough videos on this site are recordings of the actual Gina console. In a demo we run it against your week.
Turning intake answers into a proposal is what quote to deposit does.
The template
CLIENT QUESTIONNAIRE
- Wedding date (or date range):
- Venue: booked / shortlisted / still looking. Name:
- Estimated guest count:
- Budget range:
- Style in three words:
- Vendors you already love or have booked:
- Who else is involved in decisions?
- The one thing that would make the day perfect:
- Best way and time to reach you:
A starting point, not legal advice. Have a local attorney review any contract before you use it.
Common questions
What should a wedding planner ask first?
Can Gina read returned PDFs?
Stop retyping intake forms.
Start “Three proposals, our way”, or book a 15-minute call first.