Know which factory automation leads are worth a capability review
Ask about current production setup, the automation areas they want to tackle, and who holds investment authority — then collect facility photos before any capability review lands on your calendar.
The exact intake your factory automation assessment leads complete
This is the real 7-question guided intake for Factory Automation Assessment — the same flow your customers finish before you ever pick up the phone.
What a qualified factory automation assessment lead should tell you
An evaluation of a facility's current production setup, equipment, and target automation areas (assembly, material handling, quality control, packaging) used to determine whether a capability review is worth scheduling and who has authority to act on it.
- Best Describes Current Production
- Areas Most Interested In
- Own Or Manage Facility
- How Many Employees Work
- Begin Assessment
- Have Authority Approve Automation
- Specific Goals Or Challenges
The questions your team needs answered
Every factory automation assessment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes your current production setup? | A fully manual setup signals the largest automation opportunity and typically the highest-value project scope. |
| Which areas are you most interested in automating? | The specific areas selected determine whether specialist expertise like robotic automation or machine vision should be looped in before the review. |
| Do you own or manage the facility where the assessment would take place? | Confirms the lead can actually grant physical access to the facility, which is required before scheduling any on-site assessment. |
| Approximately how many employees work at this facility? | Gives your team scale context to size the assessment appropriately, without directly affecting priority. |
| When are you hoping to begin the assessment? | Separates leads ready to start immediately from early researchers so follow-up urgency can be set accordingly. |
| Do you have authority to approve automation investment decisions? | Confirms whether the contact can act on the assessment findings, avoiding a capability review that quotes a line the buyer can't approve. |
| What specific goals or challenges are driving this assessment? | Surfaces the specific operational driver behind the request so the reviewing engineer can prepare before the on-site visit. |
How Cliont scores factory automation assessment leads
Every answer is weighted automatically — no manual review required.
Value signals
- Fully manual processes
- Some automated equipment already in place
- Mostly automated, seeking optimization
- Not sure
- Assembly line
- Material handling
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Factory Automation Assessment 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 factory automation assessment workflows
| Cliont capability | Factory Automation Assessment application |
|---|---|
| Multi-select routing | The automation-areas question (assembly, material handling, QC, packaging, data monitoring) tags each lead with scope context, so your team knows whether to route in Conveyor Automation, Robotic Automation, or Machine Vision System expertise before the review. |
| Authority cross-check | Facility ownership/management and investment approval authority answers are combined to surface which leads have both physical access and budget authority, versus who still needs a decision-maker identified. |
| Free-text capture to CRM notes | The open-ended goals/challenges question is passed through verbatim so the reviewing engineer has the specific driver behind the request before the capability review starts. |
| Timeline-based follow-up cadence | The start-timeline answer sets urgency without disqualifying exploratory leads — 'Immediately' surfaces first while 'Just exploring options' gets a slower-paced follow-up. |
Common factory automation assessment lead scenarios
Ready-to-invest immediate need
A facility manager who owns the site, wants assembly line and material handling automated, and picked 'Immediately' for timeline moves straight to the top of the queue with approval authority confirmed.
Early-stage exploration
A lead who marked 'Not sure' on production setup and 'Just exploring options' on timeline still gets captured and scored, but is routed as lower urgency instead of an immediate capability review.
No facility authority
Someone filling out the form who doesn't own or manage the facility (a consultant or vendor scoping on behalf of a plant) is flagged so your team confirms access before scheduling an on-site visit.
Approval sits elsewhere
A plant engineer with detailed automation goals but no investment approval authority is still routed to your CRM, with a flag to identify the actual decision-maker before quoting anything.
Optimizing an existing line
A mostly-automated facility seeking quality control or inspection upgrades signals a different scope of work than a fully manual shop, so the review can be prepped around optimization rather than a full build-out.
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 industrial automation intake templates
Factory Automation Assessment lead-intake FAQs
How does the intake treat leads who don't own or manage the facility?
The facility ownership/management question is weighted lower for 'no' answers, so those leads still reach your CRM but are flagged as needing a confirmed decision-maker before you schedule an on-site assessment.
What happens when someone says they're 'just exploring options'?
Exploratory timelines don't disqualify the lead — the timeline answer just tells your team to prioritize immediate-start requests first and follow up with exploratory leads on a slower cadence.
Can the intake tell us which automation areas to prep for before the review?
Yes — the multi-select question on assembly line, material handling, quality control, packaging, and data monitoring lets you see the scope upfront, so you know whether to loop in expertise from Robotic Automation or Machine Vision System before the site visit.
Does the intake flag leads who can't actually approve an investment?
The investment authority question carries a lower weight when the answer is 'no,' which flags the lead for a decision-chain check instead of assuming they're ready to commit engineering time to a quote.
How do you handle facilities of very different sizes?
Employee count is captured for context — it isn't scored, but it helps your team size the scope of the assessment against a 10-person shop versus a 200-plus employee plant.
What if a lead isn't sure how automated their current setup is?
'Not sure' on current production setup is still a scored, valid answer — it's common for early-stage manufacturers and doesn't push the lead out of qualification.
Turn factory automation assessment visitors into qualified projects
Give every factory automation assessment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.