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Chelsea from event planning comm discusses the importance of having a one-on-one conversation with a potential client before creating a proposal. During this conversation, event planners should gather logistical information about the event, such as the type of event, date, venue, demographic, and number of attendees. They should also inquire about the creative aspects, such as theme, colors, food, and music preferences. Taking detailed notes during the consultation is crucial for creating a well-rounded proposal.