Precision machining intake that captures CAD files and tolerances up
Tell us the material, quantity, and tolerance requirements for the part, plus upload engineering drawings or CAD files, so you can see which precision machining enquiries are production-ready before you quote.
The exact intake your precision machining leads complete
This is the real 6-question guided intake for Precision Machining — the same flow your customers finish before you ever pick up the phone.
What a qualified precision machining lead should tell you
Custom parts machined to tight dimensional tolerances from customer-supplied prints or CAD files, typically quoted by material, tolerance requirement, and unit quantity.
- Have Engineering Drawings Or
- Material Part Be Machined
- Many Units This Part
- This Part Tight Dimensional
- Finished Parts
- Person Who Will Approve
The questions your team needs answered
Every precision machining intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you have engineering drawings or CAD files for the part? | A buyer with drawings or CAD files ready can move straight to quoting, while one without needs a file-collection step before a capability review is worth booking. |
| What material does the part need to be machined from? | Segments the lead so you can route, price, and prioritize it correctly. |
| How many units of this part do you need? | Quantity tier separates one-off prototype requests from small-batch or production-run work, which changes whether the job is worth line time. |
| Does this part require tight dimensional tolerances? | Tight-tolerance parts often require different setups or equipment, so this answer helps route the job to the right capability before a quote is issued. |
| When do you need the finished parts? | Delivery timeline shows whether the buyer needs parts urgently or is still exploring, which affects how fast a capability review should be scheduled. |
| Are you the person who will approve this order? | Knowing whether the submitter can approve the order prevents a capability review being spent on someone who still needs internal sign-off. |
How Cliont scores precision machining leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Engineering Drawings Or: yes
- Prototype (1-5 units)
- Small batch (6-100 units)
- Production run (100+ units)
- As soon as possible
- Within 1 month
Disqualifiers
- Not sure yet
See the lead your team receives
Precision Machining 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 precision machining workflows
| Cliont capability | Precision Machining application |
|---|---|
| Conditional file prompts | Asks buyers to attach CAD files or engineering drawings right after the drawings question, so shops aren't chasing files over email before quoting. |
| Quantity-based scoring | Weights production-run and small-batch answers above prototype-only or undecided quantities, so capability reviews go to volume-worthy jobs first. |
| Approver detection | Flags whether the submitter is the buyer who approves the order, so a capability review isn't spent on someone still gathering internal sign-off. |
| Material and tolerance capture | Pairs the material selection with the tight-tolerance answer so the right machine cell or operator can be identified before the shop commits to a quote. |
Common precision machining lead scenarios
Production run, CAD in hand
Buyer selects a production run of 100+ units, has drawings ready, and needs parts as soon as possible — the intake flags this as a capability review priority since it clears the highest-weight signals.
Prototype without drawings
A first-time buyer wants 1-5 prototype units but has no CAD file yet and is flexible on timing, so the intake still logs the enquiry but marks it for a drawings follow-up before scheduling.
Tight tolerance, unsure on material
The part needs tight dimensional tolerances but the buyer selects 'Not sure' on material — the intake captures both so your team can steer the material conversation before committing shop time.
Exploratory quote, non-approver
Quantity is marked 'Not sure yet,' timeline is flexible, and the person submitting isn't the approver — the intake routes this as lower priority without discarding it, since the details still get to your CRM.
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
Precision Machining lead-intake FAQs
What happens if a buyer submits without a CAD file?
The intake still records the request but weights it lower than a submission with drawings attached, so your team knows a file-collection step is needed before quoting the run.
How does the intake distinguish prototype work from production-run business?
The quantity question separates prototype (1-5 units), small batch, and production run (100+ units) answers, each weighted differently so higher-volume enquiries surface first for a capability review.
Does the intake flag tight-tolerance parts differently?
Yes — the tolerance question is captured alongside material and quantity so your team can see upfront whether a job needs a tighter machine setup before scheduling time on the line.
Can the intake tell whether the person filling it out can actually approve the order?
Yes, the approver question is scored separately, so a capability review isn't booked against someone who still needs to loop in a decision-maker.
How is delivery urgency captured?
The intake asks when the buyer needs finished parts, with 'as soon as possible' weighted highest, so rush requests can be separated from flexible or exploratory ones without a phone call.
How does Precision Machining differ from Prototype Machining or Production Machining in this intake library?
This intake covers tolerance-driven custom parts generally; buyers with a clear one-off prototype focus or a defined high-volume production need are better served by the Prototype Machining or Production Machining intakes listed alongside it.
Turn precision machining visitors into qualified projects
Give every precision machining visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.