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Shopify Store Optimization Discovery Form
About this free form template

Running a Shopify store is one thing—optimizing it to convert more visitors and increase revenue is another. Whether you're dealing with cart abandonment issues, slow load times, or an underperforming checkout flow, a professional Shopify optimization consultant can help unlock your store's full potential.

This Shopify Store Optimization Discovery Form is designed for eCommerce consultants, agencies, and freelancers who specialize in improving Shopify performance. It captures the key metrics and insights you need before a discovery call—monthly traffic, conversion rates, average order value, current app stack, theme customization needs, and checkout abandonment rates—so you can walk into every consultation prepared and focused.

Instead of chasing clients for basic details over email, this form collects everything in one place. Use conditional logic to tailor follow-up questions based on store performance, and connect it to your CRM or project management tool via Paperform's native integrations or Stepper workflows to automatically route qualified leads, trigger onboarding sequences, or schedule follow-up calls.

With Paperform's doc-style editor, you can brand the form to match your agency's look and feel, embed it directly on your website, or share it as a standalone landing page. Add video introductions, testimonials, and trust signals inline to increase conversion rates and position yourself as the expert before you even speak.

Perfect for Shopify consultants, eCommerce agencies, CRO specialists, and freelance developers looking to streamline client intake and deliver better results faster.

Built for growing businesses, trusted by bigger ones.
Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.

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