Know which component sourcing leads are worth a capability review
Buyers tell you upfront whether they need standard, obsolete, or custom components, whether a BOM is already prepared, and how soon delivery must happen — then upload BOM files and certification requirements so your team can confirm the order fits your line before booking a capability review.
The exact intake your component sourcing leads complete
This is the real 7-question guided intake for Component Sourcing — the same flow your customers finish before you ever pick up the phone.
What a qualified component sourcing lead should tell you
Locating, vetting, and procuring electronic components for a production run, covering everything from standard off-the-shelf parts to obsolete or custom components a buyer needs sourced against a bill of materials.
- Best Describes Components Source
- Already Have Bill Materials
- What Quantity Components Per
- Components Delivered
- Authorized Approve Purchasing Decisions
- Experienced Supply Issues Such
- Sourced Components Meet Specific
The questions your team needs answered
Every component sourcing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes the components you need to source? | Obsolete or hard-to-find parts carry the highest weight because they demand more sourcing effort and signal a buyer facing a real supply gap. |
| Do you already have a bill of materials or component list prepared? | A prepared BOM shows the buyer has already scoped the order, which scores higher than a buyer who still needs help defining parts. |
| Approximately what quantity of components do you need per order? | Quantity signals whether this is a one-off prototype or an ongoing production commitment your line needs to plan capacity around. |
| When do you need the components delivered? | Delivery timeline separates immediate shortages needing fast turnaround from future-planning inquiries that can be nurtured over a longer cycle. |
| Are you authorized to approve purchasing decisions for this sourcing need? | A yes on purchasing authority is weighted well above a no, since only an authorized buyer can actually move the order forward. |
| Have you experienced supply issues such as shortages or counterfeit parts before? | Past shortages or counterfeit-part issues flag buyers who may need stricter vetting or alternate sourcing routes. |
| Do you require sourced components to meet specific compliance or certification standards? | Compliance or certification requirements need to surface before quoting, since not every sourcing channel can meet every certification standard. |
How Cliont scores component sourcing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Standard off-the-shelf parts
- Obsolete or hard-to-find parts
- Custom or specialty components
- Not sure
- Already Have Bill Materials: yes
- Authorized Approve Purchasing Decisions: yes
Urgency signals
- Future planning, no immediate need
Disqualifiers
- Not sure yet
See the lead your team receives
Component Sourcing 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 component sourcing workflows
| Cliont capability | Component Sourcing application |
|---|---|
| Weighted answer scoring | Obsolete or hard-to-find part requests score higher than standard parts, so capacity checks happen first on the sourcing requests most likely to strain your line. |
| Yes/no qualifying questions | Purchasing-authority and BOM-readiness answers are weighted separately, surfacing which buyers are decision-makers who've already scoped their materials. |
| Document uploads | BOM files and certification requirement documents are collected at intake, so buyer specs are attached before anyone quotes a run. |
| CRM routing | Qualified sourcing requests are sent to your CRM with component type, quantity, and delivery timeline attached, instead of arriving as an unstructured email. |
Common component sourcing lead scenarios
Obsolete part urgent shortage
A buyer needs hard-to-find components after a supply disruption and selects an immediate delivery timeline. This mix of a high-value component type and an urgent timeline routes straight to the CRM for a fast capability review.
Custom design, no BOM yet
A buyer wants specialty or custom components but hasn't finalized a BOM. The intake still qualifies them on component type and purchasing authority while flagging the missing BOM for follow-up scoping.
Large volume production run
A buyer needs standard off-the-shelf parts at large ongoing volume, already has a BOM ready, and confirms purchasing authority — the strongest fit combination for repeat sourcing work.
Future planning inquiry
A buyer marks delivery as future planning with no immediate need. The intake routes this as a longer-horizon lead for nurture rather than an urgent capability review, based on the delivery-timeline answer.
Unauthorized inquiry, no BOM
Someone without purchasing authority submits a request with no BOM prepared. The lower authority weight pulls this lead's score down so it can be filtered before it consumes a capability review slot.
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 electronics manufacturing intake templates
Component Sourcing lead-intake FAQs
How does the intake tell an urgent shortage from a future-planning inquiry?
The delivery-timeline question separates "as soon as possible" needs from "future planning, no immediate need" responses, so your team can prioritize which requests need a capability review right away.
What happens if a buyer hasn't built a BOM yet?
The BOM question is answered yes or no. A "no" still qualifies the lead but scores lower than a buyer with a BOM ready, so your team knows to expect extra scoping work before quoting.
Does the intake flag counterfeit or compliance concerns before a review?
Yes — buyers answer whether they've had prior supply issues like shortages or counterfeit parts, and whether components must meet specific compliance or certification standards, so those requirements are visible up front.
How are leads without purchasing authority handled?
The purchasing-authority answer is weighted lower than an authorized yes, so requests from someone who can't actually approve the order show up as lower priority instead of mixed in with buyer-ready leads.
Can the intake tell standard parts apart from hard-to-find or custom ones?
Yes — the component-type question separates standard off-the-shelf parts, obsolete or hard-to-find parts, and custom or specialty components, each weighted differently since they demand different sourcing effort.
What quantity detail does the intake collect before a capability review?
Buyers select whether they need a small prototype batch, a medium production run, a large ongoing volume, or aren't sure yet, giving your team volume context before the line-capacity conversation.
Turn component sourcing visitors into qualified projects
Give every component sourcing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.