Streamline Your PPC Client Discovery with Paperform

Running successful PPC campaigns starts with asking the right questions. This PPC Advertising Client Discovery Form helps digital marketing agencies, PPC consultants, and advertising teams gather all the essential information needed to build high-performing Google Ads, Facebook Ads, and other paid advertising campaigns.

Why Use This PPC Discovery Template?

Whether you're onboarding new clients for search ads, display campaigns, or social media advertising, this template captures everything you need in one organized form:

• Campaign objectives and KPIs – Understand what success looks like for your client
• Geographic and audience targeting – Define who should see the ads and where
• Budget parameters and expectations – Set realistic spending frameworks
• Conversion tracking requirements – Ensure proper measurement from day one
• Historical performance insights – Learn from past campaigns to improve future results

Instead of juggling email threads, discovery call notes, and scattered spreadsheets, you get all client information structured and ready to turn into action.

Built for Marketing Teams That Move Fast

With Paperform's conditional logic, you can tailor questions based on client responses—showing LinkedIn advertising questions only when B2B is selected, or asking about e-commerce tracking when online sales are the goal. The doc-style editor makes it easy to add your agency branding, explainer text, and even video walkthroughs to help clients provide better answers.

Once submitted, connect this form to your CRM via Stepper to automatically create client records, notify your team in Slack, populate your project management tool, and kick off your campaign planning workflow—all without manual data entry.

Turn Discovery Into Dollars

Great PPC campaigns are built on great discovery. This template gives marketing agencies and consultants a professional, repeatable way to qualify leads, set clear expectations, and gather the intelligence needed to drive ROI from day one. Start every client relationship with clarity and confidence.