Conversion Rate Optimization Agency Intake Form

Get the full picture before you optimize

Conversion rate optimization isn't guesswork—it's data-driven strategy. This Conversion Rate Optimization Agency Intake Form helps CRO agencies, marketing consultants, and growth teams gather everything they need to audit a client's funnel, identify bottlenecks, and build a testing roadmap that actually moves the needle.

Why this template works for CRO agencies

When a new client comes to you for optimization help, you need more than "our conversions are low." You need analytics access, historic test results, heatmap data, user feedback, and a clear view of their current funnel. This template collects all of that in one organized submission—so you can skip the back-and-forth and start with a complete discovery file.

Perfect for digital marketing agencies, CRO consultants, UX optimization specialists, and growth marketing teams working with eCommerce brands, SaaS companies, lead-gen funnels, and any business serious about increasing conversions.

What this form collects

• Business and funnel overview: Company details, conversion goals, target audience, and key metrics
• Current conversion performance: Baseline conversion rates, traffic volume, revenue per visitor, and top landing pages
• Analytics and tool access: Google Analytics, heatmaps (Hotjar, Clarity), session recordings, and A/B testing platforms
• A/B testing history: Past experiments, results, and learnings to avoid repeating what didn't work
• User research and feedback: Surveys, interviews, support tickets, and qualitative insights
• Funnel and technical context: Checkout flow, form fields, page speed, mobile experience, and known friction points
• Creative and content assets: Access to design files, brand guidelines, and messaging frameworks

Automate your CRO onboarding with Paperform + Stepper

Once the form is submitted, you can use Stepper to automatically create a project in your task management tool, send the intake details to your CRO team in Slack, generate a client folder in Google Drive or Notion, and trigger your audit checklist. No manual handoffs—just a smooth onboarding experience that positions you as the expert from day one.

Whether you're running a boutique optimization shop or a full-service growth agency, this template gives you a repeatable, professional intake process that sets every engagement up for measurable results.