Moving your infrastructure to the cloud is a major decision that requires careful planning and assessment. Whether you're migrating from on-premises servers, modernizing legacy systems, or optimizing your current cloud setup, understanding your starting point is critical to success.

This Cloud Migration Assessment Form helps IT consultants, managed service providers, cloud solution architects, and software companies qualify leads and gather the technical details needed to scope migration projects accurately. Instead of back-and-forth emails or discovery calls that miss key details, this form captures everything upfront—current infrastructure inventory, compliance and security needs, migration timeline, and budget parameters.

Built for IT services and SaaS providers targeting cloud migration leads, this template is ideal for PPC campaigns, landing pages, and gated content offers. It works seamlessly as a lead qualification tool that feeds directly into your CRM via Paperform's native integrations with HubSpot, Pipedrive, Salesforce, and more.

The form uses conditional logic to tailor questions based on infrastructure type and compliance requirements, ensuring you collect relevant details without overwhelming prospects. Calculation fields can help estimate project complexity scores, and the multi-page layout keeps the experience professional and digestible.

Once submitted, you can use Stepper (stepper.io) to automatically route high-value leads to sales, trigger follow-up sequences, create project briefs in your PM tool, or schedule discovery calls—all without manual data entry. For agencies managing multiple cloud vendors or service tiers, this form can be customized per client and white-labeled to match your brand.

With Paperform's SOC 2 Type II compliance and data residency controls, you can confidently collect sensitive infrastructure details while meeting enterprise security standards. Whether you're a growing MSP, a cloud consultancy, or a SaaS platform offering migration services, this template helps you capture qualified leads and kick off projects with clarity and confidence.