Qualify Your Perfect Webinar Funnel Clients with Paperform

If you're a marketing agency specializing in webinar funnels, this discovery form is your secret weapon for qualifying leads and gathering the intel you need to build high-converting campaigns. Instead of endless discovery calls or scattered email threads, you can capture everything upfront—from offer type and audience size to their current show rates and backend sales goals.

Why this template works for agencies:

This form is designed specifically for agencies and consultants who build webinar funnels for coaches, course creators, SaaS companies, and service providers. It asks the right questions to understand whether a prospect is funnel-ready, what their current setup looks like, and where the biggest opportunities for improvement lie. You'll quickly identify red flags (like a tiny email list or no replay strategy) and green lights (like solid show rates and a proven offer).

Go beyond the form with Paperform's automation:

Once a lead submits, you can use conditional logic to send different follow-up emails based on their answers—maybe a resource guide for beginners or a calendar link for qualified prospects. Connect the form to your CRM (HubSpot, Pipedrive, or others) so every submission flows straight into your sales pipeline, and use Stepper to trigger multi-step workflows like Slack notifications, project setup in ClickUp or Asana, and personalized proposal generation.

If you're selling a discovery call, audit, or strategy session as the next step, you can even add payment fields to collect deposits or retainers right inside the form. And with Paperform's brand customization, this form can look like a seamless extension of your agency's website—not a generic survey tool.

Built for agencies that move fast:

Whether you're running paid ads, partnering with influencers, or generating leads through your own webinars, this template helps you pre-qualify and segment prospects so your sales team focuses on the right conversations. It's professional, thorough, and designed to position your agency as the expert from the very first touchpoint.