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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 details about the event, including the type, date, venue status, expected attendance, and demographic information. Additionally, it's crucial to explore the creative aspects, such as the theme, colors, and preferences for food and music. Chelsea advises asking as many questions as possible and taking detailed notes during this initial consultation to inform the proposal later on.