Pharmacy Benefit Management Consultation Request Form

Streamline Your Pharmacy Benefit Management Consultations

If you're a pharmacy benefit management (PBM) consultant, collecting detailed information during discovery calls is essential to understanding your client's needs and proposing the right solutions. This Pharmacy Benefit Management Consultation Request Form template helps you gather comprehensive data about prescription claims volume, formulary management practices, prior authorization rates, mail order penetration, and specialty pharmacy requirements—all before your first meeting.

Built with Paperform, this template transforms complex PBM consultations into a smooth, professional intake process. Instead of juggling spreadsheets, emails, and phone notes, you collect everything in one structured form that syncs directly with your CRM, project management tools, or Google Sheets via Stepper workflows.

Perfect for PBM Consultants and Healthcare Benefits Advisors

Whether you're an independent PBM consultant, work with an employee benefits firm, or specialize in healthcare cost containment, this form adapts to your discovery workflow. The conditional logic ensures you only ask relevant follow-up questions based on the client's current situation, making the experience feel personalized rather than generic.

Automate Your Consultation Workflow

Once a prospective client submits their information, you can use Stepper to automatically route the submission to your team, create a deal in your CRM, schedule a calendar invite for the discovery call, and even generate a preliminary savings analysis document. This means less administrative work and more time focused on delivering value to your clients.

With built-in appointment scheduling, payment calculations for consultation fees, and customizable success messages, this template covers the full consultation request journey. It's SOC 2 Type II compliant and designed to handle sensitive healthcare benefits data with confidence.

Start converting more PBM consultation requests into long-term client relationships with a form that matches your expertise and professionalism.