Robotic Process Automation Callback Request Form

Streamline Your Operations with Robotic Process Automation

Ready to eliminate manual, repetitive tasks and free your team to focus on strategic work? This RPA callback request form helps robotic process automation consultants and solution providers quickly understand your automation needs and schedule a personalized consultation.

Why Use This RPA Consultation Form?

Implementing robotic process automation starts with understanding which processes drain your resources and how automation can deliver measurable ROI. This form collects critical information about your repetitive tasks, current systems, team capacity, and business goals—so your RPA consultation is focused, relevant, and actionable from day one.

Whether you're a manufacturing firm looking to automate invoice processing, a financial services company seeking to streamline data entry, or a healthcare provider wanting to reduce administrative burden, this form ensures the conversation starts with context.

What Makes This Template Effective?

Built specifically for RPA providers, IT consulting firms, automation agencies, and system integrators, this template captures:

• Contact and company details to understand your organization and industry
• Repetitive task identification so consultants can assess automation potential
• Current systems and tools to evaluate integration requirements and technical feasibility
• Team impact and volume metrics to calculate time savings and ROI
• Expected ROI timeline to align automation roadmap with business expectations
• Preferred callback scheduling to make booking frictionless

The form uses conditional logic to tailor follow-up questions based on automation maturity, task complexity, and urgency—creating a better experience for prospects while giving your team the intel they need to deliver value immediately.

Perfect for RPA and Automation Professionals

This template is designed for:

• RPA consulting firms offering UiPath, Automation Anywhere, Blue Prism, or Power Automate solutions
• IT service providers expanding into intelligent automation and hyperautomation
• System integrators helping enterprises connect legacy systems with modern automation tools
• Digital transformation consultants guiding clients through process optimization
• Software vendors in the automation space qualifying inbound leads

Automate Your Lead Qualification with Paperform and Stepper

Once someone requests a callback, don't let the lead go cold. Use Paperform's native integrations to instantly push form data into your CRM (HubSpot, Pipedrive, Salesforce), notify your sales team via Slack, or create a deal in your pipeline.

Take it further with Stepper, Paperform's AI-native workflow automation tool. Automatically score leads based on ROI potential, route high-value prospects to senior consultants, send personalized follow-up emails with case studies relevant to their industry, and schedule calendar invites—all without manual handoffs. Stepper ensures every callback request triggers the right next steps, so your team focuses on closing deals instead of chasing data.

Start Converting RPA Leads Faster

With Paperform, you're not just collecting contact info—you're gathering qualified intelligence that shortens your sales cycle and positions your team as experts before the first call. The form is fully customizable, mobile-responsive, and embeds seamlessly into your website or can be shared as a standalone landing page.

Trusted by over 500,000 teams worldwide and SOC 2 Type II compliant, Paperform gives automation professionals the tools to automate their own lead generation and qualification—practice what you preach.

Get started with this RPA callback request template today and turn inbound interest into booked consultations with clear ROI potential.