Streamline Your Shopify Agency Client Intake

If you're running a Shopify development agency or offering eCommerce setup services, you know that every client project starts with understanding their unique requirements. This Shopify Store Setup Agency Inquiry Form helps you capture all the essential details upfront—from product catalog size and migration needs to theme preferences, app integrations, budget constraints and launch deadlines.

Built with Paperform's intuitive doc-style editor, this template lets you present a professional, on-brand experience that builds trust from the very first interaction. Unlike generic contact forms, this inquiry form asks the right questions to qualify leads and gather the technical details your team needs to provide accurate quotes and project scopes.

Perfect for Shopify agencies, web design studios and eCommerce consultants

Whether you're a solo Shopify expert or managing a full-service agency, this form template is designed for professionals who need to:

• Qualify inbound leads by understanding store complexity, budget and timeline
• Reduce back-and-forth emails by collecting all project requirements in one submission
• Provide accurate quotes faster with clear data on migration, customization and integration needs
• Set client expectations around timelines, deliverables and investment levels

Automate your agency workflow with Stepper

Once a qualified lead submits this form, you can use Stepper (stepper.io) to automatically trigger your client onboarding workflow. Send a personalized follow-up email, create a project in your project management tool, notify your sales team in Slack, and add the lead to your CRM—all without lifting a finger. Paperform's native integrations with HubSpot, Pipedrive, Google Sheets, Airtable and thousands of other tools via Stepper, Zapier and webhooks mean your agency stack stays in sync.

Customize to match your brand and services

With Paperform's flexible design controls, you can adjust colors, fonts, imagery and layout to match your agency's brand identity. Add your logo, include examples of past work, embed video introductions, or integrate calendaring to book discovery calls—all within the same form. The result is a seamless lead capture experience that converts prospects into paying clients.

Trusted by agencies worldwide, this template is SOC 2 Type II compliant and ready to scale with your business.