Inspection intake that captures tolerances and CMM needs up front
Tell us whether a buyer needs a first article, in-process check, or full CMM report, plus their tolerance drawings and batch size, so you know before you commit line time to a job you can't run to spec.
The exact intake your machined part inspection leads complete
This is the real 6-question guided intake for Machined Part Inspection — the same flow your customers finish before you ever pick up the phone.
What a qualified machined part inspection lead should tell you
Verification that CNC-machined parts meet drawing tolerances and specifications, using methods ranging from manual gauging to CMM or optical scanning, across first article, in-process, or final inspection stages.
- Inspection These Parts
- Have Engineering Drawings Or
- Many Parts Be Inspected
- Measurement Or Inspection Methods
- Soon Inspection Completed
- Formal Inspection Report Quality
The questions your team needs answered
Every machined part inspection intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of inspection do you need for these parts? | A CMM report or dimensional layout request signals a higher-complexity, higher-value job than a visual final check. |
| Do you have engineering drawings or a specification with tolerances for the part? | Buyers with drawings in hand can move straight into a capability review, while a no-drawing answer flags a job that needs specs sorted out first. |
| How many parts need to be inspected? | Batch size tells you whether you're scoping a one-off dimensional check or a production-scale inspection run. |
| What measurement or inspection methods do you require? | The requested measurement method reveals whether the job needs CMM or optical equipment versus a quick manual gauge check. |
| How soon do you need the inspection completed? | Knowing how soon a buyer needs the inspection helps prioritize scheduling against your current queue. |
| Do you need a formal inspection report for quality or compliance records? | A formal report requirement indicates a compliance-driven job that will need documented sign-off, not just a quick check. |
How Cliont scores machined part inspection leads
Every answer is weighted automatically — no manual review required.
Value signals
- First article inspection
- In-process quality check
- Final or incoming inspection
- CMM report or dimensional layout
- Not sure
- Have Engineering Drawings Or: yes
See the lead your team receives
Machined Part Inspection 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 machined part inspection workflows
| Cliont capability | Machined Part Inspection application |
|---|---|
| Guided branching intake | When a buyer selects 'CMM report or dimensional layout' as their inspection type, the intake can surface the measurement method question so you see equipment needs immediately. |
| File upload capture | Buyers who confirm they have engineering drawings can attach the spec directly, so a capability review starts with tolerances in hand instead of a chase-down email. |
| Automatic lead scoring | Answers to inspection type, drawing availability, measurement method, and formal report needs combine into one score, separating a documented CMM job from a vague visual-check request. |
| CRM routing | Scored leads carry their batch size and measurement method into your CRM record, so scheduling isn't guessing whether a job needs a CMM operator or a caliper check. |
Common machined part inspection lead scenarios
First article for a new program
A buyer launching a new part number submits tolerance drawings and asks for a first article inspection before releasing full production, flagging it as a higher-value CMM-driven job.
Incoming check, no drawings yet
A buyer wants an incoming inspection but isn't sure they can share a spec, so the intake flags the missing drawing answer and routes it for a follow-up call before you commit resources.
Large batch final inspection
A production run of 200+ parts needs final inspection with visual checks only, a different resourcing question than a single-piece CMM layout.
In-process check on a running job
A buyer mid-production wants manual gauging on a medium batch this week, a lower-touch request the intake distinguishes from a formal CMM report.
Compliance-driven CMM layout
A buyer needs a formal inspection report with optical or laser scanning for quality records, combining two of the catalog's highest-weighted answers into one job.
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
Machined Part Inspection lead-intake FAQs
What happens if a buyer doesn't have engineering drawings?
The intake still records their answer to the drawings question, but a 'no' carries a lower weight than a 'yes,' so those leads score differently and you can decide whether to chase specs before scheduling a capability review.
Can the intake tell me what measurement method a buyer expects?
Yes, buyers select from CMM measurement, manual gauging or calipers, optical or laser scanning, or visual inspection only, so you can see the equipment a job requires before you accept it.
How does the intake handle different batch sizes?
Buyers indicate whether they need a single part, small batch, medium batch, or large batch (200+) inspected, which helps you gauge scheduling and resource needs at a glance.
Does the form ask if a buyer needs a formal report for compliance?
Yes, there's a direct yes/no question on whether a formal inspection report is required for quality or compliance records, which weighs into how the lead is scored.
What inspection types can buyers choose from?
The catalog offers first article inspection, in-process quality check, final or incoming inspection, CMM report or dimensional layout, or a 'not sure' option for buyers who need guidance.
Do qualified inspection leads land directly in our CRM?
Yes, once a lead is scored it's sent to your CRM along with the inspection type, drawing status, and measurement method they selected, so your team has context before reaching out.
Turn machined part inspection visitors into qualified projects
Give every machined part inspection visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.