Streamline Your Paid Advertising Discovery Calls

Running a paid advertising consultancy means every discovery call needs to count. This Paid Advertising Consultation Request Form helps you gather all the essential client information upfront—from current ad spend and ROAS metrics to platform usage and campaign goals—so you can show up to every consultation prepared, focused, and ready to deliver real value.

Built specifically for PPC specialists, media buyers, and digital advertising agencies, this template replaces the back-and-forth email chains and rushed discovery calls with a structured intake process that positions you as the expert from the first interaction.

What makes this template perfect for advertising consultants

This form captures everything you need to qualify leads and prepare strategic recommendations: current monthly ad spend broken down by platform (Meta, Google, TikTok, LinkedIn and more), existing ROAS and conversion metrics, audience targeting approaches, budget constraints, and specific campaign goals. There's even a file upload field for creative samples, so you can review their current assets before the call.

The professional, on-brand design reflects the level of sophistication clients expect from a paid advertising expert, while the conditional logic ensures you're only asking relevant follow-up questions based on their answers.

Automate your consultation workflow with Stepper

Once a prospect submits this form, you can use Stepper to automatically route the submission based on their ad spend level—sending high-value prospects straight to your calendar for priority booking, adding mid-tier leads to a nurture sequence, or triggering a proposal template for qualified opportunities. Stepper can also push form data directly into your CRM, notify your team on Slack, and create a dedicated project folder with their creative samples ready for review.

Designed for agencies, consultants, and freelance media buyers

Whether you're a solo PPC freelancer, running a boutique media buying agency, or managing paid social for multiple clients, this template helps you:

• Qualify leads faster by understanding budget, goals and current performance upfront
• Reduce discovery call prep time with all key metrics and context in one place
• Demonstrate expertise through thoughtful, strategic intake questions
• Improve close rates by showing up to calls fully prepared with tailored insights

Paperform makes it easy to embed this form on your website, share it via your booking link, or send it as part of your outreach sequence. All submissions are securely stored, searchable, and ready to integrate with your favourite tools—HubSpot, Pipedrive, Google Sheets, Airtable and thousands more via Stepper or native integrations.

Start winning more paid advertising clients with a discovery process that positions you as the strategic partner they've been searching for.