Know which rework requests are worth a capability review
Buyers describe the defect type, confirm unit quantity and current location, and flag whether documented specs or acceptance criteria already exist — so you see photos and full rework scope before your line gets committed.
The exact intake your product rework leads complete
This is the real 6-question guided intake for Product Rework — the same flow your customers finish before you ever pick up the phone.
What a qualified product rework lead should tell you
Correcting, modifying, or repairing units that failed inspection, missed a spec change, or need packaging/labeling fixes before they can ship — qualified by defect type, unit count, and whether acceptance criteria already exist.
- Best Describes Issue With
- Many Units Rework
- Products Located
- Have Documented Specifications Or
- Authorized Approve Rework Vendor
- Soon Rework Completed
The questions your team needs answered
Every product rework intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes the issue with the products needing rework? | Regulatory or compliance defects carry the highest weight and typically require different sign-off than a cosmetic or labeling fix, so the defect type answer should shape which team reviews the lead. |
| How many units currently need rework? | Unit count tells you whether the rework fits within your line's current capacity or needs a scheduling conversation before you commit. |
| Where are the products currently located? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have documented specifications or acceptance criteria for the rework? | A yes on documented specifications means the scope is already defined, cutting the time needed before a capability review can happen. |
| Are you authorized to approve a rework vendor and budget for this project? | Confirming budget and vendor approval authority separates buyers ready to move from contacts still gathering internal information. |
| How soon do you need the rework completed? | Timeline weight is highest for immediate need, letting you prioritize leads that require scheduling ahead of ones with no fixed date. |
How Cliont scores product rework leads
Every answer is weighted automatically — no manual review required.
Value signals
- Cosmetic defect
- Functional or performance defect
- Labeling or packaging issue
- Specification or design change
- Regulatory or compliance issue
- Other
Urgency signals
- Immediately
See the lead your team receives
Product Rework 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 product rework workflows
| Cliont capability | Product Rework application |
|---|---|
| Weighted lead scoring | Combines defect type, unit quantity, and whether documented specs and budget authorization exist so a regulatory issue on 10,000 units doesn't rank the same as an undefined cosmetic tweak on a handful of parts. |
| Document and photo upload | Buyers attach defect photos and existing specification or acceptance criteria documents at intake, so your team reviews scope before a capability review is scheduled. |
| Qualification gating | Flags leads where the submitter isn't confirmed as authorized to approve a rework vendor and budget, so those go to a different follow-up track than confirmed decision-makers. |
| CRM routing | Sends scored rework leads straight to your CRM with defect type, quantity, and location attached, so nobody quotes a run before checking if the line can absorb it. |
Common product rework lead scenarios
Regulatory or compliance defect
A buyer flags a regulatory or compliance issue on thousands of units already at a third-party warehouse — the intake surfaces defect type and volume so you know this needs engineering review, not just a quick fix.
Small cosmetic batch, no budget yet
Under 100 units with a cosmetic defect and no confirmed budget authorization looks small and unauthorized — the intake still captures it, but the signals tell you it's worth a lighter-touch response.
Functional defect, urgent timeline
A buyer reports a functional or performance defect on 1,000+ units and needs it resolved immediately — combined with an authorized budget, this is the kind of lead that should reach your team fast.
Spec change, documentation ready
A specification or design change triggered the rework, the buyer already has documented acceptance criteria, and they're authorized to approve a vendor — this arrives close to scope-ready.
Undefined scope, no specs on hand
Buyer isn't sure how many units are affected and has no documented acceptance criteria — the intake still routes it, but you know upfront this one needs a scoping call before any quote.
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
Product Rework lead-intake FAQs
How does the intake handle rework requests that mix multiple defect types?
The intake asks buyers to pick the description that best fits the issue — cosmetic, functional, labeling, spec change, or regulatory/compliance — so each lead is tagged by its primary driver rather than left ambiguous.
Does the form check whether the person submitting can actually approve the work?
Yes — the intake asks directly whether the buyer is authorized to approve a rework vendor and budget, which separates real decision-makers from people gathering information.
What if the buyer doesn't know exactly how many units need rework?
The unit count question includes a 'Not sure' option, so incomplete leads still come through and get flagged as needing a scoping conversation instead of being blocked.
Can I tell if a lead has documented specs before I schedule a review?
The intake asks whether the buyer has documented specifications or acceptance criteria for the rework, so you know upfront whether the scope is defined or still needs to be established.
How is this different from the intake for Assembly Services or Low-Volume Production?
Product Rework intake is built around defect correction on units that already exist — defect type, current location, and documentation status — rather than build specs or production run sizing used for Assembly Services or Low-Volume Production.
Where do product location details go if the units are at a third-party warehouse or with a customer?
The current location answer is recorded on the lead record so your team knows where units physically sit before scheduling any inspection or pickup.
Turn product rework visitors into qualified projects
Give every product rework visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.