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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 the importance of scheduling an hour to gather logistical information about the event, such as the event type, date, venue, expected demographics, and attendance numbers. In addition to logistical details, it's crucial to explore the creative aspects, including themes, color preferences, and ideas for food and music. Taking detailed notes during this initial consultation is vital, as it will inform the proposal you'll prepare for the client.