B2B Consulting Services Fit Assessment

Qualify Your Best B2B Consulting Leads in Minutes

Finding the right clients is everything in B2B consulting. This B2B Consulting Services Fit Assessment helps you quickly identify high-quality leads by asking the questions that matter—company challenges, current solutions, budget authority, and implementation readiness—all while delivering a professional, interactive experience that builds trust from the first click.

Turn Inquiries Into Qualified Opportunities

Instead of sifting through cold emails and unqualified inbound requests, use this assessment to automatically score and segment leads based on their responses. The form uses conditional logic to adapt questions based on previous answers, creating a personalized experience that feels less like a form and more like a conversation with a trusted advisor.

Designed for B2B Service Providers

Whether you're a management consultant, digital transformation agency, or specialized advisory firm, this template captures everything you need to qualify a lead: their pain points, existing solutions, decision-making authority, budget readiness, and timeline expectations. You'll know immediately whether a prospect is a good fit—or needs nurturing—before you invest time in a discovery call.

Automate Your Sales Workflow with Stepper

Once a lead completes the assessment, use Stepper to automatically route high-scoring leads to your CRM, send personalized follow-up emails based on their responses, notify your sales team via Slack, or trigger a calendar booking for qualified prospects. This turns your form into the first step of a seamless, automated sales process that saves hours every week.

Built on Paperform: Flexible, Branded, and Conversion-Focused

With Paperform's document-style editor, you can customize every element of this assessment—add your branding, adjust scoring logic, integrate with HubSpot or Pipedrive, and embed it directly on your website or share as a standalone landing page. The form is SOC 2 Type II compliant and trusted by consulting firms worldwide to handle sensitive business information securely.

Stop wasting time on unqualified leads. Use this B2B Consulting Services Fit Assessment to identify your ideal clients, prioritize outreach, and close deals faster.