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In this video tutorial, Chelsea from Event Planning Comm discusses the essential first step in booking a client: having a one-on-one conversation. She emphasizes scheduling an hour to gather logistical details about the event, such as its type, date, venue, expected attendance, and demographic. Chelsea encourages asking as many questions as possible to understand the client's vision, including themes, colors, and preferences for food and music. Taking detailed notes during this initial consultation is crucial, as this information will be used to create a tailored proposal.