Know which CNC turning leads are worth capability review time
The intake captures material, part quantity, and tolerance requirements alongside CAD files or technical drawings, so you know what you're quoting before you commit shop time to a capability review.
The exact intake your cnc turning leads complete
This is the real 7-question guided intake for CNC Turning — the same flow your customers finish before you ever pick up the phone.
What a qualified cnc turning lead should tell you
CNC turning produces cylindrical or rotationally symmetric parts by rotating raw stock against a cutting tool on a lathe, with material, tolerance, and finishing requirements driving machine setup and cycle time.
- Material Turned
- Many Parts Produced
- Have Technical Drawing Or
- Part Tight Dimensional Tolerances
- Part Any Additional Finishing,
- This Order Completed
- Person Who Will Approve
The questions your team needs answered
Every cnc turning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What material do you need turned? | Material choice affects tooling and cycle time, so knowing it upfront helps match the job to the right machine capability. |
| How many parts do you need produced? | Quantity tier is the strongest value signal, distinguishing one-off prototypes from production-scale orders worth prioritizing. |
| Do you have a technical drawing or CAD file for the part? | A CAD file or drawing means the part is quote-ready, while its absence signals a design step is needed before scheduling. |
| Does the part require tight dimensional tolerances? | Tight tolerance requirements can rule out shops without the right precision equipment, so this needs to surface before a capability review. |
| Does the part need any additional finishing, such as coating or heat treatment? | Finishing needs like coating or heat treatment often require outside vendor coordination that affects lead time and price. |
| When do you need this order completed? | Timeline indicates whether the job needs to be prioritized in the schedule or can wait for open capacity. |
| Are you the person who will approve the order and specifications? | Confirming the submitter can approve specs prevents quoting time spent on a lead that still needs sign-off from someone else. |
How Cliont scores cnc turning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Prototype (1-5 pieces)
- Small batch (6-100 pieces)
- Production run (100+ pieces)
- Have Technical Drawing Or: yes
- Person Who Will Approve: yes
Disqualifiers
- Not sure yet
See the lead your team receives
CNC Turning Lead
From first click to qualified lead
Follow owners and general contractors through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They add photos & plans
Site photos and plans come attached, so you scope before you bid.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for cnc turning workflows
| Cliont capability | CNC Turning application |
|---|---|
| Weighted lead scoring | Prioritizes leads by quantity tier (prototype, small batch, production run), CAD file readiness, and confirmed approver status so production-scale, quote-ready orders surface first. |
| Document capture | Collects the CAD file or technical drawing directly in the intake so your team can review geometry before scheduling a capability review. |
| Conditional detail capture | Surfaces tolerance and finishing requirements upfront so a tight-tolerance or coated part isn't discovered mid-quote. |
| CRM routing | Sends leads with a confirmed approver and clear quantity straight to your CRM, while flagging non-approver submissions for a follow-up step. |
Common cnc turning lead scenarios
Production run with CAD ready
A buyer needing 100+ pieces uploads a finished CAD file and confirms they can approve the order — the intake scores this as a high-value, quote-ready lead.
Prototype without a drawing yet
Someone needs 1-5 prototype pieces but has no CAD file yet, so the intake flags the lead for a design conversation before a firm quote can be issued.
Procurement scout, not the approver
The person filling out the form isn't authorized to approve specs — the intake still captures material and quantity but flags the lead as needing a decision-maker before scheduling.
Tight-tolerance part with finishing
The part requires tight dimensional tolerances plus a coating step, so the intake surfaces both details upfront to avoid a mismatched quote or a shop that can't hold the spec.
Early-stage, quantity undecided
The buyer selects 'not sure yet' on quantity and 'not sure' on material — the intake still routes the lead but scores it lower until specifics firm up.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More cnc machining intake templates
CNC Turning lead-intake FAQs
How does the intake separate prototype orders from production runs?
The quantity question captures whether the buyer needs a prototype batch, a small run, or a full production quantity, and each tier carries a different weight so production-scale leads surface first.
What happens if the buyer doesn't have a CAD file or drawing yet?
The intake still records the request but scores it lower than a lead with a drawing attached, so your team knows a design conversation is needed before quoting turnaround time.
Can the intake flag parts that need tight tolerances before I see them?
Yes — the tolerance question is answered as part of intake, so tight-tolerance requests are visible before you schedule a capability review.
What if the person submitting the form isn't the one who approves the order?
The intake asks whether the submitter can approve specifications, and leads where they can't are flagged so your team follows up with the actual decision-maker instead of quoting a dead end.
Does this intake also cover CNC milling requests?
No — this intake is built around CNC turning fields like material, quantity, and tolerance for rotational parts; milling requests are handled by the separate CNC Milling intake.
How does finishing get captured if the buyer needs coating or heat treatment?
A dedicated finishing question captures whether the part needs additional processing, so you can factor outside vendor coordination into your capability review before committing shop time.
Turn cnc turning visitors into qualified projects
Give every cnc turning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.