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Planning and feedback forms for event planners

Send one link to everyone with a say. They answer a few questions, react to settings and choose between options, and you plan from where they agree.

What the client team sees · on a laptop or a phone, from your link

From one link to a plan the whole team agreed on.

Five steps, in the order they happen.

  1. Start from the template.

    The Event plan is ready to send: seven questions, nine pictures and three pairs. Put in your own prices and venues.

  2. Send one link to the client team.

    Paste it into your usual email. Everyone with a say answers on their own, under your name and colour.

  3. They choose what’s in, with the cost beside it.

    What the event is for, how formal, how many guests, where the budget goes and which extras to book.

    What the client team sees · one question at a time

  4. They react to settings.

    They click a picture, rate it and say what draws them in or puts them off, like the mood or the look.

    What the client team sees · they click a picture, rate it and say why

  5. See where the team stands.

    Results shows what they agree on, where they split, and each person’s reasons in their own words.

A free template: Event plan.

Seven questions, nine pictures and three pairs. Use it as it is, or change anything before you send it.

  1. 1What the event is for
  2. 2Seated or standing
  3. 3How formal
  4. 4How many guests
  5. 5Where the budget goes
  6. 6What to include, with costs
  7. 7What success looks like

Questions from event planners.

Yes. One link for everyone. You see where they agree, where they split, and who hasn’t answered yet.

Yes. Send guests a short Form when it’s over: how it went, what they’d change, whether they’d come back.

Yes. Put your estimate in each line of a Stake Checklist question, and people choose with the cost in view.

Yes. Upload them to the Moodboard or the Comparison, and people react to those instead of ours.

No. They open the link, type their name and start. Email is optional.

14 days free, then $20 a month for one person, or $49 a month for a team of up to five. Your clients and guests answer for free.

Plan the event the client team agreed on.

Start with the free Event plan. 14 days free, then $20 a month.

Add a card to start; nothing is charged until the trial ends. Cancel any time from Settings.

What the client team sees · when they finish