Know which PCB assembly leads are worth capability review time
Tell us your design stage, board quantity, and assembly technology needs, then upload your BOM and Gerber files so a job can be sized correctly before it reaches your line.
The exact intake your pcb assembly leads complete
This is the real 6-question guided intake for PCB Assembly — the same flow your customers finish before you ever pick up the phone.
What a qualified pcb assembly lead should tell you
Population of a bare PCB with components via soldering (SMT, through-hole, or mixed), based on the buyer's design files, quantity, and sourcing needs, with optional post-assembly testing.
- Stage Pcb Design In
- Approximate Quantity Boards Assembled
- Assembly Technologies Board
- Already Have Bare Pcbs
- Testing Or Inspection Services
- Authorized Approve This Assembly
The questions your team needs answered
Every pcb assembly intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What stage is your PCB design currently in? | Design stage tells your team whether this order can move straight into a capability review or needs design support first. |
| What is the approximate quantity of boards you need assembled? | Quantity determines whether this is a prototype run or a production order that needs line capacity planning. |
| Which assembly technologies does your board require? | The required assembly technology (SMT, through-hole, or mixed) determines which equipment and process steps the job needs. |
| Do you already have the bare PCBs and components, or do these need to be sourced? | Knowing whether boards and components are already in hand or need sourcing changes both timeline and scope before quoting. |
| Do you require testing or inspection services after assembly? | Testing and inspection requirements add cost and lead time that need to be scoped ahead of the quote. |
| Are you authorized to approve this assembly order on behalf of your organization? | Approval authority flags whether you're talking to the actual purchasing decision-maker or someone gathering information. |
How Cliont scores pcb assembly leads
Every answer is weighted automatically — no manual review required.
Value signals
- Design files ready (BOM, Gerbers)
- Design still in progress
- Concept or idea only, no files yet
- Not sure
- Authorized Approve This Assembly: yes
See the lead your team receives
PCB Assembly 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 pcb assembly workflows
| Cliont capability | PCB Assembly application |
|---|---|
| Conditional branching | A buyer who selects concept-only design skips straight to scoping questions instead of being prompted for files that don't exist yet. |
| File upload capture | Buyers with completed designs attach BOM and Gerber files inside the intake, so your team has the same file set they'd normally request by email. |
| Lead scoring by weight | Design-stage answers are weighted differently (ready files score higher than concept-only), so specified prototypes surface above vague ideas automatically. |
| Authorization flag | Approval authority is scored separately from technical fit, so a technically strong lead from a non-decision-maker isn't treated the same as a purchase-ready one. |
Common pcb assembly lead scenarios
Design finalized, ready to quote
The buyer has BOM and Gerbers ready and needs a large-volume mixed-technology run, with boards and components already in hand — a strong signal for a firm capability review.
Early-stage concept, no files yet
Only a concept exists with no design files, so the intake still captures quantity and technology intent but flags this as a scoping conversation rather than a production order.
Full sourcing plus post-assembly testing
The buyer needs boards and components sourced entirely and requires testing or inspection after assembly, signaling a more involved engagement than assembly alone.
Inquiry from a non-decision-maker
The person completing the intake isn't authorized to approve the order, so technical answers are captured but the lead is flagged for follow-up with the actual buyer.
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
PCB Assembly lead-intake FAQs
What happens if a buyer doesn't have design files yet?
The intake still records whether the design is in progress or only a concept, so incomplete-design leads are captured but distinguished from ready-to-quote orders.
Can the intake tell me if a buyer needs help sourcing components?
Yes — buyers select whether they have all boards and components, need partial sourcing help, or need full sourcing, so you know the scope before scheduling a capability review.
Does the form flag leads from people who aren't authorized to approve the order?
Yes, the intake asks directly whether the person is authorized to approve the assembly order, and that answer carries its own weight in the lead score.
How does batch size affect how a lead is prioritized?
Quantity is captured from prototype runs up to large volume, giving your team visibility into whether an order needs line capacity planning before it reaches the CRM.
What files does the intake collect from buyers?
Buyers with completed designs are prompted to provide their BOM and Gerber files directly in the intake, matching what your engineers would otherwise chase down manually.
Does the intake ask about testing or inspection needs?
Yes, buyers indicate whether post-assembly testing or inspection is required, which affects both timeline and scope before a job is quoted.
Turn pcb assembly visitors into qualified projects
Give every pcb assembly visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.