Streamline Your PR Client Onboarding with Paperform

Whether you're a PR agency, communications consultant, or in-house PR team, understanding your client's media landscape is critical to crafting effective campaigns. This Public Relations Client Discovery Form helps you gather everything you need in one professional, branded form—from media goals and crisis preparedness to spokesperson identification and existing press relationships.

Built for PR Professionals Who Value Strategic Discovery

This template is designed for PR agencies, communications firms, media consultants, and marketing teams who need to conduct thorough client discovery before launching campaigns. Instead of scattered email threads and incomplete briefs, you get a structured form that captures:

• Media and PR objectives across awareness, thought leadership, reputation management, and crisis response
• Target audience and publication preferences to align your media outreach
• Crisis communication readiness and existing protocols
• Spokesperson identification and media training needs
• Press release cadence and content priorities
• Current media relationships and past coverage analysis

The form uses conditional logic to reveal follow-up questions based on client responses, ensuring you gather the right depth of information without overwhelming clients with irrelevant questions.

Automate Your PR Workflow with Stepper

Once a client submits their discovery form, you can use Stepper to automatically trigger your PR onboarding workflow: create a client folder in Google Drive, add contacts to your media database, generate a personalized strategy brief template, notify your team in Slack, and schedule the kickoff call—all without lifting a finger. This lets you focus on strategy and media relationships instead of administrative tasks.

Professional, On-Brand Client Experience

With Paperform's document-style editor, you can customize fonts, colors, and imagery to match your agency's brand. Embed the form on your website or send it as a standalone link. Clients get a polished, professional experience that sets the tone for your partnership from the very first interaction.

Trusted by PR and Communications Professionals

Paperform is SOC 2 Type II compliant and GDPR-ready, giving you and your clients peace of mind about data security. With 30,000+ templates and over 500K teams worldwide using the platform, you're in good company.

Start gathering better PR briefs, deliver more targeted media strategies, and build stronger client relationships with this ready-to-use Public Relations Client Discovery Form.