LEED Consultant Discovery Form

Whether you're pursuing LEED certification for a new construction project, major renovation, or existing building, finding the right consultant to guide your sustainable building journey is essential. This LEED Consultant Discovery Form helps green building professionals understand your certification goals, project scope, and documentation needs from the very first conversation.

LEED (Leadership in Energy and Environmental Design) certification requires careful planning, credit strategy, and meticulous documentation across multiple building systems. This discovery form streamlines the initial assessment process by capturing critical information about your building type, certification level targets, priority credits, energy modeling requirements, and commissioning scope—all in one organized submission.

With Paperform, you can customize this template to match your consulting brand, add conditional logic to show relevant questions based on certification type, and use calculations to provide preliminary credit assessments. The form integrates seamlessly with your CRM and project management tools, ensuring every discovery call starts with complete client context.

After submission, use Stepper to automate your follow-up workflow: send personalized proposal templates, schedule kickoff meetings, create project folders, and assign preliminary research tasks to your team. You can also leverage Papersign to convert discovery findings into scope-of-work agreements and retainer contracts that clients can sign electronically.

Built for LEED consultants, sustainability advisors, green building specialists, and architecture firms offering certification services, this form helps you qualify projects efficiently and demonstrate expertise from the first touchpoint. Start every certification journey with clarity, confidence, and a complete picture of your client's sustainable building goals.