Customer Retention Consultant Discovery Call

Transform Your Customer Retention Strategy with Expert Guidance

Losing customers is expensive. Studies show that acquiring a new customer costs 5-25x more than retaining an existing one—yet many businesses struggle to implement effective retention strategies. This Customer Retention Consultant Discovery Call form helps you prepare for a productive conversation with retention experts who can identify gaps, reduce churn, and boost customer lifetime value.

Built for businesses serious about retention

Whether you're a SaaS company facing rising churn rates, an eCommerce brand looking to improve repeat purchase rates, or a service business wanting to strengthen client relationships, this discovery call form ensures your consultant has the metrics and context they need to provide meaningful, actionable advice from day one.

The form captures critical retention metrics including current churn rate, customer lifetime value (CLV), existing retention programs, feedback analysis practices, and reactivation campaign performance. By gathering this information upfront, your consultant can come to the call prepared with specific questions and preliminary recommendations tailored to your business.

Streamline discovery and accelerate results

Rather than spending your entire first call gathering basic information, this form lets you share key data in advance—turning your discovery call into a strategic session focused on solutions, not information gathering. The scheduling component makes it easy to book a time that works for both parties, while conditional logic ensures you only answer questions relevant to your business model.

Integrate with your workflow using Stepper to automatically send discovery call responses to your CRM, create follow-up tasks, or trigger personalized pre-call research based on the prospect's industry and challenges. With Paperform's native scheduling fields, payment options, and workflow automation, you can manage the entire consultation journey—from discovery to engagement—in one seamless experience.

Whether you're a retention consultant looking to professionalize your intake process or a business seeking expert help, this template provides a structured, conversion-focused way to start the retention conversation.