Marketing Agency Client Discovery Form

Streamline Your Marketing Discovery Process with Paperform

For marketing agencies, the discovery phase sets the foundation for every successful client relationship. This Marketing Agency Client Discovery Form helps you gather critical insights about your client's business goals, target audience, existing marketing efforts, budget expectations, and competitive positioning—all in one professional, on-brand form.

Why This Template Works for Marketing Agencies

Rather than juggling scattered emails, messy PDFs, and fragmented notes, this template gives you a structured framework to capture everything you need before your first strategy session. You'll understand your client's pain points, aspirations, and current marketing landscape, allowing you to hit the ground running with targeted recommendations.

The form combines multiple question types—from open-ended strategy questions to specific channel audits—ensuring you gather both qualitative insights and actionable data. Conditional logic can adapt questions based on client responses, creating a personalized discovery experience that respects their time while digging deeper where it matters.

Automate Your Agency Workflow with Stepper

Once a client submits their discovery form, the real work begins. With Stepper, Paperform's AI-native workflow automation tool, you can automatically route discovery responses into your agency's existing systems:

• Create a new client folder in your project management tool
• Generate a personalized proposal outline based on their stated goals and budget
• Assign a strategist based on their industry or marketing needs
• Schedule a discovery call and send calendar invites
• Update your CRM with lead status and key qualification data

This means your team spends less time on administrative handoffs and more time crafting winning strategies.

Built for Agencies That Value Brand Experience

As a marketing agency, you know first impressions matter. Paperform's doc-style editor lets you customize this template to match your brand guidelines—fonts, colors, imagery, and tone—so the discovery form itself becomes a demonstration of your attention to detail and design standards.

Whether you embed the form on your website, send it as a standalone link, or use it as part of a multi-step onboarding sequence, you're delivering a polished, professional experience that builds client confidence from day one.

Trusted by marketing agencies worldwide, this template helps you gather better insights, qualify leads faster, and start every engagement with clarity and alignment.