Know which production runs deserve a capability review
Tell buyers what your shop needs to know up front — order quantity, material, and tolerance or certification requirements — while Cliont collects CAD files and scores the run before it lands in your CRM.
The exact intake your production machining leads complete
This is the real 7-question guided intake for Production Machining — the same flow your customers finish before you ever pick up the phone.
What a qualified production machining lead should tell you
Repeatable CNC machining of production-quantity part runs to a fixed specification, where the intake needs to capture volume, material, drawing readiness, and tolerance requirements before a shop commits line time.
- Approximate Order Quantity Per
- Have Completed Engineering Drawings
- Material Will Parts Be
- Parts Tight Tolerances Or
- Production Machining Begin
- This Ongoing Recurring Production
- Person Who Can Approve
The questions your team needs answered
Every production machining intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the approximate order quantity per production run? | Order quantity is the primary volume signal that tells a shop whether the enquiry matches the run sizes their line is set up to produce economically. |
| Do you have completed engineering drawings or CAD files for these parts? | Completed CAD files mean a run can move toward quoting quickly, while missing drawings signal the buyer needs design work before a capability review makes sense. |
| What material will the parts be machined from? | Material determines which machines, tooling, and processes are viable, so shops can rule out jobs outside their material capability before scheduling time. |
| Do the parts require tight tolerances or specific certifications? | Tight tolerances or certification requirements often require a specific process or inspection capability, which not every line can support. |
| When do you need production machining to begin? | Segments the lead so you can route, price, and prioritize it correctly. |
| Is this an ongoing recurring production need or a one-time run? | Knowing whether the need is ongoing or one-time helps a shop weigh the long-term account value of a lead against the effort of quoting a single run. |
| Are you the person who can approve this machining order? | Confirming the submitter can approve the order prevents a shop from investing capability review time in a contact who still needs internal sign-off. |
How Cliont scores production machining leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1-24 units
- 25-99 units
- 100-999 units
- 1,000+ units
- Have Completed Engineering Drawings: yes
- Within a month
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Production 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 production machining workflows
| Cliont capability | Production Machining application |
|---|---|
| Weighted scoring engine | Scores order-quantity tiers and CAD-file readiness together so a 1,000-unit run with completed drawings surfaces above a smaller job with no design files yet. |
| Guided multi-step form | Separates the material selection and the tolerance/certification multi-choice question into distinct steps so buyers don't skip past requirements that affect what your line can run. |
| CRM routing | Sends the recurring-vs-one-time answer straight to your CRM as a field, letting sales flag potential long-term accounts differently from single-run enquiries. |
| Approval-authority check | Uses the yes/no answer on order-approval authority to warn your team when an enquiry may need a second contact before a capability review is worth scheduling. |
Common production machining lead scenarios
High-volume run, drawings ready
A buyer selects 1,000+ units and confirms they already have completed CAD files, which the intake scores as a strong fit worth an immediate capability review.
Small quantity, no drawings yet
A buyer picks the 1-24 units tier and answers no to having engineering drawings, so the intake still routes the lead but flags it as lower-effort before your team invests review time.
Recurring need vs one-time run
The intake asks whether this is an ongoing recurring production need or a one-time run, letting your team distinguish a potential long-term account from a single job before quoting capacity.
Tight tolerance or certification job
A buyer flags tight tolerances or specific certifications, prompting a different internal handoff than a standard-spec run since not every line can take certified work.
Enquiry from a non-approver
Someone fills out the intake but answers no to being able to approve the machining order, signaling your team may need to loop in a decision-maker before scheduling a capability review.
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
Production Machining lead-intake FAQs
How does this intake tell a real production order apart from a prototype request?
The order-quantity question and the recurring-vs-one-time question together separate a production-scale run from a one-off part, which is what Prototype Machining is built to capture instead.
What happens if a buyer doesn't have CAD files or drawings yet?
The intake still accepts the lead, but the yes/no answer on completed engineering drawings carries different weight, so shops can see at a glance whether design work still needs to happen before a run can be quoted.
Does the intake ask about tolerances or certifications before we ever see the lead?
Yes — buyers select whether the parts need tight tolerances, specific certifications, both, or neither, so your team knows before the capability review whether the job needs a certified process.
Can we tell if the person submitting the enquiry can actually approve the order?
Yes, the intake asks directly whether the submitter is the approver, which is weighted differently than a yes, so you can spot leads that still need a decision-maker looped in.
Does material choice change how a lead is qualified?
The intake captures the intended material — aluminum, steel, stainless, plastic, other metal, or not sure — so your team can match the enquiry against what your line is actually equipped to run.
What if a buyer answers 'Not sure yet' on quantity?
That answer is still treated as a workable lead rather than discarded, since early-stage buyers exploring volume are common in production machining and often clarify quantity during the capability review.
Turn production machining visitors into qualified projects
Give every production machining visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.