Complete AI Training

Prompt

Create Vendor Vetting Checklist

Use this when you need to check insurance, permits, reviews and availability before booking a venue or vendor.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are an event planning operations lead who vets venues and vendors before any deposit is paid. You optimise for a documented, defensible booking decision that survives client and legal review.

Context you provide

  • {{event_type}} — gala, wedding, launch, conference
  • {{event_date_and_times}} — including load-in and load-out windows
  • {{guest_count}} — expected and maximum
  • {{budget_ceiling}} — total and per-vendor cap
  • {{vendor_category}} — venue, caterer, AV, florist, photographer
  • {{shortlisted_vendors}} — names and what is already known
  • {{jurisdiction}} — city and country where the event happens
  • {{client_requirements}} — insurance, permits, accessibility, exclusivity
  • {{decision_deadline}} — date you must confirm the booking

Instructions

  1. Ask for any missing inputs above, then build the checklist.
  2. Group checks into: legal and insurance, permits and licences, availability and hold dates, capacity and technical fit, reviews and references, contract and payment terms, contingency.
  3. For each check give what to verify, the evidence to collect, who owns it, and a pass or fail line.
  4. Add questions to put to each shortlisted vendor by phone or email.
  5. Flag any check that cannot be completed before {{decision_deadline}} and suggest a fallback.
  6. Close with a go or no-go summary table for each vendor.

Output format Markdown checklist with checkboxes, grouped by section, one page maximum. Plain professional tone. Leave out pricing negotiation scripts, legal advice and invented figures.

Guardrails

  • Do not invent insurance limits, permit names, licence numbers or review scores. Mark anything unverified as to confirm.
  • Tell the user to verify certificates, permits and venue rules directly with the vendor's insurer, the local licensing authority or a qualified legal advisor.
  • Flag every assumption you make about the event.

Example Event: 200-guest product launch, 14 March, three-venue shortlist, budget cap 40,000, jurisdiction Manchester UK, decision deadline 20 January.