Pinterest Marketing Consultation Request Form

Grow Your Pinterest Presence with Expert Marketing Consultation

Are you ready to transform your Pinterest account into a traffic-driving, sales-generating powerhouse? This Pinterest Marketing Consultation Request Form helps marketing consultants and agencies streamline their discovery process while gathering the insights needed to craft a winning Pinterest strategy.

Built for Pinterest Marketing Consultants and Their Clients

Whether you're a social media consultant, digital marketing agency, or Pinterest specialist, this form template captures everything you need during the consultation request phase—from account verification and current performance to specific goals around board strategy, pin design, SEO optimization, shopping catalogs, idea pins, and website traffic.

The form qualifies leads by understanding their Pinterest maturity, identifies pain points, and sets clear expectations before your discovery call. This means you can show up prepared, offer tailored recommendations, and convert more consultations into paying clients.

What This Form Captures

• Business and contact information to understand your client's industry and brand
• Pinterest account verification to confirm profile ownership and current setup
• Current Pinterest performance including follower count, monthly viewers, and engagement
• Board strategy questions to assess content organization and audience targeting
• Pin design and templates to identify creative needs and brand consistency
• Pinterest SEO optimization including keyword usage, descriptions, and searchability
• Shopping catalog integration for eCommerce brands selling products on Pinterest
• Idea Pins and video content strategy for maximizing reach
• Website traffic goals and conversion objectives
• Budget and timeline to ensure alignment before the consultation

Automate Your Consultation Workflow with Stepper

Once a consultation request comes through, you can use Stepper to automatically send a confirmation email, add the lead to your CRM, schedule a calendar invite, and trigger a pre-consultation checklist—all without manual follow-up. This keeps your pipeline moving and ensures no opportunity slips through the cracks.

Perfect for Pinterest Consultants, Agencies, and Freelancers

This form is ideal for:

• Social media consultants offering Pinterest strategy and management
• Digital marketing agencies expanding services into Pinterest marketing
• eCommerce brands looking to leverage Pinterest shopping and catalogs
• Content creators and bloggers driving traffic from Pinterest to their websites
• Freelance Pinterest managers onboarding new clients with a professional intake process

With Paperform's flexible design, you can match this form to your brand, embed it on your website, or share it as a standalone landing page. Conditional logic reveals relevant questions based on the client's goals, and integrations with your CRM, project management tools, and calendar make onboarding seamless.

Start attracting the right Pinterest clients and delivering consultations that convert—without the back-and-forth emails and scattered information.