PPC Management Prospect Assessment

Qualify PPC Management Leads with a Smart Assessment Form

If you run a PPC or digital advertising agency, you know that not every lead is the right fit. Some prospects need hands-on management, others just want a strategy refresh, and some aren't ready to invest in paid advertising at all. A PPC management prospect assessment form helps you qualify leads faster, understand their needs before the first call, and focus your time on clients who are ready to scale.

This Paperform template walks potential clients through key qualifying questions—current ad spend, platform experience, conversion tracking maturity, and growth objectives—so you can score leads, segment by service tier, and personalize your follow-up. Whether you're managing Google Ads, Meta, LinkedIn or multi-channel campaigns, this form gives you the intel you need to show up prepared.

Why agencies love using Paperform for PPC lead qualification

Paperform is built for marketing agencies that need more than a basic contact form. With conditional logic, you can show different questions based on budget or platform experience. With calculations, you can score leads in real-time and route high-value prospects to your sales team instantly. And with integrations to HubSpot, Pipedrive, Slack and thousands of other tools via Stepper, every qualified lead flows straight into your CRM—no copy-paste, no missed follow-ups.

You can also embed this form on landing pages, run it as a standalone microsite, or link to it from PPC ads themselves. The doc-style editor makes it easy to add testimonials, case study snippets or a video intro to build trust before they even submit.

Turn form responses into instant workflows

Once a lead completes your assessment, Stepper can trigger the next step automatically: send a personalized proposal, book a discovery call, assign an account manager, or flag high-intent prospects in Slack. If someone indicates they're spending $10K+/month with poor ROAS, you can fast-track them to your senior strategist. If they're just getting started, route them to a self-serve resource or nurture sequence.

This kind of smart routing means your team spends less time sorting through form fills and more time closing the right clients.

Designed for PPC agencies, built for growth

Whether you're a solo PPC freelancer or a full-service agency managing dozens of accounts, this template helps you standardize lead intake, improve qualification accuracy, and demonstrate expertise from the first interaction. It's mobile-friendly, on-brand, and ready to connect to the rest of your stack—so you can spend less time on admin and more time optimizing campaigns.

Get started with Paperform's PPC management prospect assessment template and start qualifying better leads today.