Score what an event really needs, then get an AI report matching it to the right service package and tier. A free assessment for planners and venues.
Quick answer
Score what an event really needs, then get an AI report matching it to the right service package and tier. A free assessment for planners and venues.
Respondents rate service depth, guest expectation, timeline pressure, budget flexibility and production complexity on a 1–5 scale. The generated report shows which package tier fits, which inclusions would go unused, and what should be added — so a sales conversation starts from a score instead of a price list.
Methodology: the Event Package Match Assessment rates service depth required, guest experience expectation, timeline pressure and lead time, budget flexibility on a 1–5 scale, weights each dimension and reports the lowest-scoring one first. Scores are indicative for planning use, not a validated psychometric instrument.
The Event Package Match Assessment is a qualification tool for venues, DMCs and full-service planners who sell packages. It measures how demanding the event is across five dimensions, then maps that profile to the tier that actually delivers it.
The personalised report gives the sales team a defensible recommendation: this event needs the middle tier plus two add-ons, not the top package.
Seven facts about the Event Package Match Assessment, in the order you will need them.
| Template | Event Package Match Assessment |
|---|---|
| Category | Events & Weddings |
| Format | Assessment for package fit and priorities |
| Time to complete | About 8 minutes, since every line asks for a 1 to 5 judgment |
| What you get | An auto-scored profile across 5 dimensions (service depth required, guest experience expectation, timeline pressure and lead time) plus a personalized AI PDF report, and every raw response in one exportable list |
| Best for | Sales and reservations teams · Wedding and event planners · Agencies |
| Cost | Free to copy, customize and reuse on FormLM |
What respondents actually fill in for package fit and priorities. Reword the priorities to match your own tiers; the budget-flexibility line is what stops a recommendation nobody can fund.
Sample layout of the Event Package Match Assessment and the report it returns, as respondents see them.
Everything the Event Package Match Assessment ships with before you customize it.
Service depth, guest expectation, timeline, budget flexibility and complexity.
The report maps the score profile to the package that fits.
Share a personalised PDF instead of an unpriced package list.
Every inquiry is measured on the same dimensions.
Four steps from a copy to a usable record of package fit and priorities.
Copy the assessment with expectation, timeline and complexity ratings ready.
Reweight the dimensions to match your own package ladder, or rename them to your tier names.
Send the link in the inquiry reply; the prospect self-scores before anyone books a call.
Open the report with the prospect and quote the tier the score supports.
Three moments where a structured assessment beats an email thread or a paper sheet for package fit and priorities.
Steer inquiries to the right tier without discounting.
Qualify scope before proposing a service level.
Give every branch the same qualification script.
After the result, sales quotes it, the planner scopes it and the client sees why the tier fits.
Score an inquiry before pricing it.
Match service depth to what the couple expects.
Justify a retainer tier with a documented profile.
What makes the Event Package Match Assessment a working instrument rather than a blank page.
The exact wording respondents see in the Event Package Match Assessment, in order. Completed answers are auto-scored across service depth required, guest experience expectation, and 3 more and returned as a personalized AI report.
