Stop quoting production runs your line can't handle
Tell us the task you need automated, your current production volume, and whether you're authorized to approve the project, then upload your facility layout so qualified, capability-review-ready leads go straight to your CRM.
The exact intake your robotic automation leads complete
This is the real 6-question guided intake for Robotic Automation — the same flow your customers finish before you ever pick up the phone.
What a qualified robotic automation lead should tell you
Deployment of industrial robots—articulated arms, collaborative robots, or automated guided systems—to perform tasks like welding, assembly, material handling, or inspection, qualified by the intended task, the current state of the process, and the production throughput required.
- Primary Task Want Robotic
- Current State This Process
- Have Defined Facility Layout
- Approximate Production Volume Or
- Authorized Approve Automation Projects
- Implement This Robotic Automation
The questions your team needs answered
Every robotic automation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the primary task you want a robotic system to perform? | The task type (welding, assembly, material handling, packaging, or inspection) determines which robotic configuration and specialist team should handle the review. |
| What is the current state of this process? | Whether the process is fully manual, partially automated, in need of an upgrade, or a new line entirely signals the scope and likely budget of the project. |
| Do you have a defined facility layout or floor plan for the automation area? | A defined facility layout means less pre-quote scoping work is needed before a robotic cell can be designed. |
| What is your approximate production volume or throughput need? | Production volume and mix determine whether the buyer needs a high-speed dedicated system or a flexible, low-volume cell. |
| Are you authorized to approve automation projects for this facility? | Approval authority separates a decision-maker ready for a capability review from a technical evaluator who still needs to loop in a buyer. |
| When are you looking to implement this robotic automation project? | An 'immediately' timeline flags leads that are ready to move now, ahead of those still just exploring options. |
How Cliont scores robotic automation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Fully manual, no automation
- Partially automated
- Existing robotics need upgrade or replacement
- Planning a new production line
- Have Defined Facility Layout: yes
- Authorized Approve Automation Projects: yes
Urgency signals
- Immediately
See the lead your team receives
Robotic Automation 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 robotic automation workflows
| Cliont capability | Robotic Automation application |
|---|---|
| Conditional branching | Only surface follow-up questions about facility layout files when the buyer confirms they have one, instead of forcing every lead through the same static form. |
| Lead scoring engine | Automatically weights approval authority and current automation state so a plant manager planning a new line outranks an engineer without sign-off exploring options. |
| Document upload | Collects the facility layout or floor plan directly in the intake so your team isn't chasing files after the fact before scoping a robotic cell. |
| CRM routing | Sends leads marked 'immediately' on timeline into your CRM flagged for faster follow-up ahead of 'just exploring' inquiries. |
| Video intake widget | Lets buyers show their current manual or partially automated process on camera, giving your team visual context before the capability review even starts. |
Common robotic automation lead scenarios
New Production Line, Ready to Move
Buyer selects 'Planning a new production line,' confirms they're authorized to approve the project, and needs implementation immediately — this flows through as a high-value, urgent lead ready for a capability review.
Retrofit of an Aging Robotic Cell
Buyer flags 'Existing robotics need upgrade or replacement' and already has a facility layout ready to share, but the timeline is 3-6 months out — high-value on automation state, but not urgent.
Manual Line, Still Exploring
Buyer selects 'Fully manual, no automation' and 'Just exploring options' for timeline, with volume marked 'Not sure' — a strong automation-state signal paired with an early-stage inquiry that needs more scoping before a review makes sense.
Engineer Without Sign-Off Authority
Buyer answers 'no' to being authorized to approve automation projects for the facility — the weight differential (3 vs 9) means the intake treats this as an information-gathering lead rather than a review-ready deal, even if the project itself looks promising.
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
Robotic Automation lead-intake FAQs
How does the intake tell a real decision-maker apart from someone just researching?
The authorization question carries a heavy weight difference between a yes and a no answer, so leads without sign-off authority score lower and get flagged as evaluators rather than buyers ready for a capability review.
We get inquiries for both greenfield lines and retrofits — does the intake separate those?
Yes, the current-state question distinguishes 'planning a new production line' from 'existing robotics need upgrade or replacement,' and both are weighted as high-value automation states even though they represent different project scopes.
What happens if a lead doesn't know their production volume yet?
The throughput question includes a 'not sure' option, so the lead still gets captured and scored rather than dropped — it just signals that volume needs to be clarified before quoting a robotic cell configuration.
Do we need a facility layout on file before we can act on a lead?
No — the facility layout question is yes/no with a modest weight difference, so a 'no' answer doesn't disqualify the lead, it just tells your team more scoping work is needed before a site-specific quote.
Can we prioritize leads that want to move immediately over ones still exploring?
Yes, the implementation-timeline question flags 'immediately' as the urgent signal, so those leads can be routed and surfaced ahead of ones marked 'just exploring options.'
Does the intake treat welding, assembly, and inspection robotics differently?
The primary-task question captures which of those applies, letting you route the lead to the right specialist internally, though task type itself isn't weighted higher or lower in the score.
Turn robotic automation visitors into qualified projects
Give every robotic automation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.