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In this video tutorial, Chelsea from Event Planning Comm discusses the essential first step to booking a client: having a one-on-one conversation. Event planners should schedule an hour-long meeting to gather crucial logistical information about the event, including the type, date, venue status, attendee demographics, and expected turnout. Additionally, it's important to explore the client's creative vision by asking about themes, colors, and preferences for food and music. Planners should take detailed notes during this initial consultation, as this information will be vital for creating an effective proposal.