Marketing Agency Discovery Call Request

Transform Your Discovery Process with Paperform

First impressions matter in marketing—and that includes your discovery call process. This Marketing Agency Discovery Call Request template helps digital marketing agencies, growth consultancies and creative studios qualify leads, understand client challenges and arrive prepared to deliver value from day one.

Built for agencies that want smarter discovery calls

Whether you're running paid media campaigns, SEO services or full-funnel growth programs, understanding a prospect's current marketing spend, pain points and competitive landscape before you jump on a call makes all the difference. This template captures everything you need—current marketing investments, analytics access, competitor insights and specific challenges—so your team can show up informed and ready to recommend solutions.

Use conditional logic to tailor follow-up questions based on budget ranges, integrate with your CRM to route qualified leads automatically, and attach Paperform's scheduling field to let prospects book their discovery call in the same flow. No more back-and-forth emails or showing up to calls blind.

Automate your lead qualification with Stepper

Once a prospect submits their discovery request, you can use Stepper, Paperform's AI-native workflow builder, to automatically score the lead based on budget and pain points, assign it to the right account executive, create a deal in your CRM, and send a personalised pre-call brief to your team. This means less admin, faster follow-up and better-prepared discovery conversations.

Why agencies choose Paperform

Marketing agencies love Paperform because it's built for teams that care about brand experience and client onboarding. You can customise fonts, colours and layouts to match your agency's identity, embed forms directly into your site or run them as standalone landing pages, and track submissions in real time. With native integrations for HubSpot, Pipedrive, Slack, Google Sheets and more, Paperform fits seamlessly into your existing stack.

Whether you're a solo consultant or a 50-person agency, this template gives you a professional, conversion-optimised discovery experience that reflects the quality of work you deliver.