Partnership & Business Development Discovery Call

Streamline Your Partnership Discovery Process

Finding the right strategic partnerships can transform your business—but every successful collaboration starts with a clear understanding of your goals, capabilities, and ideal partner profile. This Partnership & Business Development Discovery Call form helps consultants gather essential information before the first conversation, ensuring every discovery call is focused, strategic, and actionable.

Whether you're a B2B SaaS company exploring integration partnerships, an agency seeking referral partners, or a growing brand looking for co-marketing opportunities, this template captures everything your consultant needs to provide tailored guidance: from partnership objectives and target partner characteristics to current pipeline status and deal structure preferences.

Perfect for partnerships consultants and advisors

This form is designed for business development consultants, strategic partnership advisors, and fractional BD leaders who work with SMBs to build, scale, or optimize their partnership strategies. It's equally valuable for:

• Partnership consultants running discovery calls with new clients
• Business development agencies qualifying leads and onboarding clients
• Fractional BD executives assessing partnership readiness
• Strategic advisors helping clients define partnership goals

What makes this template effective

Unlike generic consultation request forms, this template digs into the specifics that matter for partnership strategy—ideal partner size and industry, co-marketing capabilities, deal structure preferences, and current pipeline health. Conditional logic reveals the right follow-up questions based on partnership maturity, and built-in appointment scheduling makes it easy to book the discovery call directly after submission.

With Paperform's flexible editor, you can customize questions to match your consulting methodology, add your branding, and embed the form on your site or share it via a custom link. And because payments, scheduling, and workflows are built in, you can easily charge for discovery calls, sync submissions to your CRM, or trigger automated follow-ups using Stepper to keep your pipeline moving.

Automate your consulting workflow

Once a prospect submits this form, you can use Stepper to route the submission to your CRM, send a custom calendar invite, create a deal in your pipeline, or notify your team in Slack—all without manual work. If you offer paid discovery sessions, simply add a payment field and connect your Stripe or PayPal account to collect fees upfront.

This template helps you move from "tell me about your business" to strategic, high-value conversations that convert prospects into long-term clients. Whether you're scaling your consultancy or launching a new partnership advisory service, Paperform gives you the professional, on-brand intake experience your clients expect.