LinkedIn Lead Generation Discovery Call Form

Transform Your LinkedIn Presence Into a Lead Generation Engine

Finding and connecting with the right prospects on LinkedIn can feel overwhelming—especially when you're juggling content creation, outreach, and trying to make sense of Sales Navigator's features. This LinkedIn Lead Generation Discovery Call Form helps consultants and agencies qualify prospects while gathering the essential information needed to deliver a highly personalized strategy session.

Built for LinkedIn consultants and B2B marketers

Whether you're a LinkedIn consultant helping clients build their personal brand, a marketing agency managing outreach campaigns, or a sales consultant optimizing lead gen workflows, this template captures everything you need to know before your discovery call. You'll learn about their target audience, current LinkedIn efforts, content strategy gaps, and what "qualified lead" actually means for their business.

The form walks prospects through key qualifying questions—from their target job titles and industries to their experience with Sales Navigator and connection request templates. This means you show up to every call prepared, and your prospects feel heard from the start.

Automate your discovery call workflow with Stepper

Once someone submits this form, you can use Stepper to automatically send calendar invites, create CRM records, route qualified leads to the right team member, and trigger personalized follow-up sequences—all based on how they answered your questions. Keep your pipeline moving without manual data entry or missed opportunities.

Why Paperform for lead gen consultants?

This template is built on Paperform, the all-in-one form platform trusted by over 500,000 SMBs worldwide. With conditional logic, you can show different questions based on whether someone is already using Sales Navigator or completely new to LinkedIn outreach. Embed this form on your website, share it in your LinkedIn messages, or link it from your profile—it works seamlessly wherever your leads are.

Plus, with native integrations to HubSpot, Pipedrive, Google Sheets, and more, every discovery call request flows directly into your existing tools. No copy-paste, no spreadsheet chaos—just clean data and better conversations.

Ready to turn LinkedIn into your most reliable lead source? Start with a discovery call form that does the heavy lifting for you.