---
title: Conversion Rate Optimization Agency Intake Form Template | Paperform
description: Streamline CRO client onboarding with this intake form template. Collect conversion metrics, analytics access, A/B testing history, heatmap data, and funnel insights in one place.
url: "https://paperform.co/templates/conversion-rate-optimization-agency-intake-form"
type: static
generatedAt: "2026-03-28T00:43:29.510Z"
---

[← Back to free form templates](/templates/)    ![Conversion Rate Optimization Agency Intake Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/conversion-rate-optimization-agency-intake-form.png)
    [Preview](https://_preview.paperform.co/ai-template/conversion-rate-optimization-agency-intake-form) [Use this template for free](/create?ai-template=conversion-rate-optimization-agency-intake-form)    [Marketing & Lead Generation](/templates/category/marketing/)[SaaS & Startup Forms](/templates/category/saas-startups/) [Marketing & Agencies](/templates/industry/marketing-agencies/)[Software & SaaS](/templates/industry/software-saas/)[Consulting](/templates/industry/consulting/) [Marketer](/templates/role/marketer/)[Agency Owner](/templates/role/agency-owner/)[Consultant](/templates/role/consultant/)[UX Designer](/templates/role/ux-designer/)[Growth Hacker](/templates/role/growth-hacker/)     About this free form template
### 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](https://stepper.io)** 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.
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