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In this video tutorial, Chelsea from Event Planning discusses the essential first step in booking a client: conducting a one-on-one conversation. She emphasizes the need to schedule an hour with the client to gather critical logistical information about their event, such as the type of event, date, venue status, expected demographics, and estimated attendance. Chelsea advises asking a variety of questions to understand the client's vision, including themes, color schemes, and preferences for food and music. Taking detailed notes during this initial consultation is crucial, as this information will help in crafting an effective proposal.