Know which assembly leads deserve a capability review
Every assembly enquiry captures the work type, unit volume, and whether engineering drawings and finished components are already on hand — so your team knows exactly what's landing in the CRM before you review it.
The exact intake your assembly services leads complete
This is the real 7-question guided intake for Assembly Services — the same flow your customers finish before you ever pick up the phone.
What a qualified assembly services lead should tell you
Third-party assembly of finished components into finished or semi-finished goods — mechanical, electrical/electronic, welding, or packaging/kitting work — qualified by unit volume, whether components are ready, and whether engineering drawings exist.
- Assembly Work
- Already Have Finished Component
- What Volume Units Assembled
- This One-Time Project Or
- Have Engineering Drawings Or
- Assembly Work Start
- Person Who Can Approve
The questions your team needs answered
Every assembly services intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of assembly work do you need? | The assembly type selected tells your team which line and tooling to check before quoting, since mechanical, electrical, welding, and kitting work draw on different capacity. |
| Do you already have finished component parts ready to be assembled? | Knowing whether finished components are already on hand separates ready-to-assemble jobs from ones that still need sourcing or fabrication first. |
| Approximately what volume of units do you need assembled? | Batch size is a direct signal of deal size and determines whether the run fits a prototype cell or needs full production scheduling. |
| Is this a one-time project or an ongoing production need? | One-time projects and ongoing production runs need different capacity planning, so this answer shapes whether you're quoting a job or a standing line. |
| Do you have engineering drawings or assembly instructions available? | Whether engineering drawings exist tells your team if the job can go straight to quoting or needs a design conversation first. |
| When do you need assembly work to start? | An immediate start date flags leads that need a capacity check right away instead of sitting in a pipeline. |
| Are you the person who can approve this assembly project or contract? | Confirming the respondent can approve the contract keeps your team from running a capability review for someone who isn't the actual buyer. |
How Cliont scores assembly services leads
Every answer is weighted automatically — no manual review required.
Value signals
- Mechanical assembly
- Electrical or electronic assembly
- Packaging or kitting
- Welding or fabrication assembly
- Not sure
- Already Have Finished Component: yes
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Assembly Services 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 assembly services workflows
| Cliont capability | Assembly Services application |
|---|---|
| Branching qualification questions | Routes buyers through assembly-type-specific questions so a welding enquiry and a kitting enquiry surface with the detail your team needs for each. |
| Document capture at intake | Collects engineering drawings or assembly instructions upfront, so your estimators know whether a job is quote-ready or needs a design review first. |
| Lead scoring by volume tier | Weighs prototype, medium, and large batch answers so high-volume, higher-value enquiries rise above one-off small runs. |
| Decision-maker verification | Flags whether the person completing the intake can approve the contract, so your team knows when to loop in the actual buyer before scheduling a capability review. |
| Urgency-based routing | Surfaces 'Immediately' start-date answers ahead of 'planning ahead' enquiries so time-sensitive assembly runs reach your CRM first. |
Common assembly services lead scenarios
Immediate-start electronics run
Buyer needs electrical or electronic assembly to start immediately, already has finished components and engineering drawings ready — the intake flags this as urgent and routes it straight to your CRM.
Ongoing high-volume welding line
Buyer runs recurring welding or fabrication assembly at large batch volumes, signaling a standing production relationship rather than a one-off job.
Early-stage prototype inquiry
Buyer is unsure of assembly type and volume, is planning ahead with no fixed start date, and has no engineering drawings yet — the intake still captures enough detail to size the opportunity without over-committing your line.
Non-decision-maker kitting request
Someone requests packaging or kitting work but can't approve the contract themselves — the intake still qualifies scope while flagging that the actual buyer hasn't been reached yet.
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 contract manufacturing intake templates
Assembly Services lead-intake FAQs
How does the intake tell mechanical assembly apart from electrical or kitting work?
The intake asks buyers to select their assembly type directly — mechanical, electrical/electronic, welding/fabrication, or packaging/kitting — so leads arrive already sorted by which line and tooling they'll need.
What if a buyer doesn't have finished components yet?
The intake asks whether component parts are already ready for assembly, which separates jobs you can quote immediately from ones that still need sourcing or fabrication first — those may be a better fit for Prototype Manufacturing.
Can the intake distinguish a one-time project from ongoing production?
Yes — buyers select whether they need a one-time assembly project or an ongoing production run, which shapes whether you're planning a single job or a standing production slot.
What happens when a lead doesn't have engineering drawings?
The intake asks directly whether engineering drawings or assembly instructions exist, so your team can see upfront whether a job is ready to quote or needs a design conversation first.
How do you separate a small prototype enquiry from a high-volume production run?
The volume question breaks batches into prototype/small, medium, and large tiers, so a 50-unit request and a 10,000-unit request never get treated the same way — the larger runs may point toward High-Volume Production instead.
Does the intake check whether the person filling it out can actually approve the contract?
Yes — one question confirms whether the respondent can approve the assembly project, which helps your team avoid running a full capability review for someone who isn't the real buyer.
Turn assembly services visitors into qualified projects
Give every assembly services visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.