Omnichannel Retail Strategy Proposal Request Form

Transform Your Retail Business with Omnichannel Excellence

In today's competitive retail landscape, customers expect a seamless shopping experience across all channels—online, mobile, and in-store. Our Omnichannel Retail Strategy Proposal Request Form helps retail businesses gather the critical information needed to design a customized proposal that bridges the gap between physical and digital commerce.

Whether you're a growing retail chain looking to implement buy-online-pickup-in-store (BOPIS), a boutique retailer wanting to expand your reach with endless aisle capabilities, or an established brand seeking unified customer profiles and inventory synchronization, this form captures exactly what consultants and solution providers need to craft a tailored strategy.

What This Form Helps You Achieve

This template collects comprehensive details about your current retail operations, technology stack, goals, and challenges. It covers everything from your existing POS and ecommerce platforms to your specific omnichannel objectives like inventory synchronization, cross-channel promotions, and analytics integration. By gathering this information upfront, service providers can deliver accurate cost estimates and realistic implementation timelines.

Perfect for Retail Consultants, Solution Providers & Agencies

Marketing agencies, retail technology consultants, ecommerce solution providers, and digital transformation specialists use this form to streamline their discovery process. Instead of multiple back-and-forth emails, you capture all essential information in one submission—current infrastructure, budget expectations, timeline requirements, and specific omnichannel features needed.

Automate your entire proposal workflow with Stepper (stepper.io). Once a client submits this form, trigger automated workflows that notify your team, create project records in your CRM, generate preliminary quotes, and even schedule follow-up consultation calls—all without manual data entry.

Paperform's calculation fields let you build dynamic pricing estimates right into the form, while conditional logic ensures clients only see questions relevant to their specific needs. And with payment integration, you can even collect proposal review fees or project deposits directly within the form.

Built on Paperform's SOC 2 Type II certified platform, this template is trusted by retail consultants and agencies worldwide to deliver professional, on-brand proposal requests that convert prospects into clients.