---
title: Free Customer Retention Consultant Discovery Call Form | Paperform
description: Book a discovery call with a customer retention expert. Share churn metrics, CLV data, and retention program details to get tailored strategies for reducing customer attrition and increasing lifetime value.
url: "https://paperform.co/templates/customer-retention-consultant-discovery-call"
type: static
generatedAt: "2026-03-28T00:43:36.107Z"
---

[← Back to free form templates](/templates/)    ![Customer Retention Consultant Discovery Call](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/customer-retention-consultant-discovery-call.png)
    [Preview](https://_preview.paperform.co/ai-template/customer-retention-consultant-discovery-call) [Use this template for free](/create?ai-template=customer-retention-consultant-discovery-call)    [Small Business Forms](/templates/category/small-business/) [Marketing & Agencies](/templates/industry/marketing-agencies/)[E-commerce](/templates/industry/ecommerce/)[Software & SaaS](/templates/industry/software-saas/)[Consulting](/templates/industry/consulting/)[Business](/templates/industry/business/) [Marketer](/templates/role/marketer/)[Entrepreneur](/templates/role/entrepreneur/)[Small Business Owner](/templates/role/small-business-owner/)[Consultant](/templates/role/consultant/)[Business Coach](/templates/role/business-coach/)     About this free form template
### 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](https://stepper.io)** 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.
       Built for growing businesses, trusted by bigger ones.   Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.     ![Capterra - 4.8 out of 5](/images/capterra-st.jpg)
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