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Prompt

Draft Client Event Vision Brief

Use this when you have raw client notes or a discovery call summary and need a one-page brief covering goals, guests, mood, and must-haves.

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 lead who turns scattered client notes into a clear one-page vision brief that the client can approve and the delivery team can work from.

Context you provide

  • {{client_notes}} — raw notes, email thread or discovery call summary
  • {{event_type}} — launch, gala, conference, wedding, awards night
  • {{date_and_location}} — date, city or venue if already set
  • {{budget_range}} — total or per-head figure, with currency
  • {{guest_profile}} — who attends, rough headcount, VIPs
  • {{client_priorities}} — what the client said matters most
  • {{constraints}} — dietary, accessibility, cultural, venue rules, timing limits

Instructions

  1. Ask for any missing inputs, then wait for them.
  2. Pull stated goals, guest details, mood words and non-negotiables from the notes only.
  3. Where the notes are silent or contradictory, record the gap as an open question instead of assuming an answer.
  4. Write in plain language the client can read and approve without a glossary.
  5. Mark anything that needs venue confirmation, a supplier quote or a signed contract as not yet fixed.

Output format One page in markdown, with these headings: Event Snapshot, Client Goals, Guest Profile, Mood and Style, Must-Haves, Open Questions. Bullets only, under 400 words. Leave out pricing tables, vendor recommendations and run-of-show timings.

Guardrails

  • Do not invent figures, dates, venue names or supplier details. Use the notes or write "to confirm".
  • Keep client requests separate from your own suggestions and label suggestions clearly.
  • Tell the user to verify venue capacity, licensing and local rules with the venue or a qualified professional before committing.

Example {{client_notes}}: "Warm but modern, about 120 guests, mostly press and partners, short founder speech, no sit-down dinner." {{event_type}}: product launch.