Strategic Partnership & Investor Inquiry Form

Streamline Strategic Partnership Discussions with Smart Scheduling

Looking to connect with potential investors or strategic partners for your appointment scheduling platform? This Strategic Partnership & Investor Inquiry Form helps SaaS startups and appointment scheduling businesses qualify partnership opportunities, schedule discovery calls, and gather essential information—all in one seamless experience.

Built for SaaS Founders & Partnership Teams

Whether you're fundraising, exploring integration partnerships, or evaluating strategic alliances, this template captures everything you need to move conversations forward efficiently. From initial interest to calendared meetings, you'll reduce back-and-forth emails and present a professional first impression.

Key features include:

• Integrated appointment scheduling to book partnership calls without email tennis
• Conditional logic that adapts questions based on inquiry type (investor vs. partner)
• Company and use case qualification to help prioritize high-value opportunities
• Video conferencing details automatically shared upon booking

Perfect for Appointment & Scheduling Platforms

If your product focuses on calendar sync, reminder automation, video conferencing integration, or client intake workflows, this form demonstrates your solution in action. Prospects experience the very technology they're considering partnering with or investing in.

Automate Follow-Up with Stepper

Connect this form to Stepper to automatically route investor inquiries to your fundraising team, trigger CRM updates in HubSpot or Pipedrive, send personalized follow-up sequences, and create calendar holds for your partnership team. Turn every submission into a structured workflow that moves deals forward.

Trusted by SaaS startups and growth-stage companies worldwide, this template helps you manage partnership pipelines professionally while showcasing your scheduling technology to the people who matter most.