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In this video tutorial, Chelsea from Event Planning Com discusses the essential first step in booking a client: having a one-on-one conversation. She emphasizes scheduling an hour with the client to gather logistical details about their event, including the event type, date, venue status, expected attendance, and demographics. Alongside logistical inquiries, it's important to explore the creative aspects, such as themes, colors, and preferences for food and music. Taking detailed notes during this initial consultation is crucial for crafting a comprehensive proposal later on.