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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 scheduling an hour for this meeting to gather vital logistical information about the event, such as its type, date, venue status, expected attendance, and demographic details. Additionally, it’s crucial to explore the creative aspects, including themes, color schemes, and preferences for food and music. Chelsea advises taking detailed notes during this initial consultation to utilize in crafting a comprehensive proposal later.