Know which custom welding leads are worth capability review time
Ask every custom welding buyer about project type, metal material, and piece count up front, then collect drawings or part photos before anything lands in your CRM.
The exact intake your custom welding leads complete
This is the real 7-question guided intake for Custom Welding — the same flow your customers finish before you ever pick up the phone.
What a qualified custom welding lead should tell you
Fabrication or repair of metal parts and structures built to a buyer's specific design, drawing, or sample part rather than a standard catalog item.
- Welding Project
- Metal Material Involved
- Have Drawings, Specifications, Or
- Will Welding Work Take
- How Many Pieces Or
- This Welding Work Completed
- Authorized Approve This Project
The questions your team needs answered
Every custom welding intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of welding project do you need? | New custom fabrication carries the highest weight because it typically means fresh design and tooling work rather than a quick repair, so it deserves closer capability review. |
| What metal material is involved? | The material answer determines which welding process and certifications the job requires, letting your team pre-check whether it fits current shop capability. |
| Do you have drawings, specifications, or a sample part for this project? | Having drawings or a sample part on hand shortens the quoting process, so a 'yes' here is weighted higher than a 'no' that still needs specs gathered. |
| Where will the welding work take place? | Whether work happens in your shop or at the buyer's facility changes scheduling and crew logistics, which matters before you commit to a run. |
| Approximately how many pieces or units need welding? | Large-batch orders carry the highest weight because they represent the most production capacity and revenue at stake, ahead of single-piece jobs. |
| When do you need this welding work completed? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you authorized to approve this project on behalf of your organization? | Confirming the buyer can approve the project on behalf of their organization prevents your team from quoting a run to someone without purchasing authority. |
How Cliont scores custom welding leads
Every answer is weighted automatically — no manual review required.
Value signals
- New custom fabrication
- Repair of existing part or structure
- Modification of existing equipment
- Not sure
- Have Drawings, Specifications, Or: yes
- A single piece
See the lead your team receives
Custom Welding 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 custom welding workflows
| Cliont capability | Custom Welding application |
|---|---|
| Weighted lead scoring | Large-batch and new-fabrication answers push a lead's score up, so a single-piece repair inquiry doesn't get the same priority as a multi-unit production run. |
| Document and photo capture | Buyers upload drawings, specs, or sample-part photos directly in the intake, so your team can scope a job before ever picking up the phone. |
| Conditional routing | A buyer who can't confirm purchase authorization gets flagged separately from a confirmed approver, preventing your team from quoting a run to someone who can't sign off on it. |
| CRM delivery | Project type, material, location, and piece count all arrive in your CRM together, so a capability review can be scheduled without chasing missing details. |
Common custom welding lead scenarios
New fabrication with drawings ready
A buyer needs a brand-new custom part built from an engineering drawing and a defined piece count. This combination of new-fabrication project type plus supplied specs is the strongest signal for a capability review.
Single-piece repair, no documentation
A buyer needs one existing part repaired but has no drawing or sample on hand. The intake still qualifies the lead but flags it for a follow-up call to gather specs before quoting.
Equipment modification at buyer's facility
A buyer wants an existing machine modified on-site rather than shopped in. The location answer tells your team this needs a field crew and different scheduling than shop work.
Batch order, approver unconfirmed
A buyer requests a small batch of welded parts but isn't sure they can approve the purchase order themselves. The authorization answer surfaces this so you route the lead to procurement follow-up instead of a rushed capability review.
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 metal fabrication intake templates
Custom Welding lead-intake FAQs
How does the intake flag leads that could overload our welding capacity?
The piece-count question separates single pieces from small and large batches, and large-batch answers carry the highest weight so your team can see production-volume jobs before agreeing to a capability review.
What happens if a buyer doesn't have drawings or a sample part yet?
The intake still accepts the lead, since drawings are asked as a yes/no field with its own weight, but a 'no' answer signals your team should collect a sketch, photo, or sample before committing shop time.
Can the intake tell us if the person filling it out can actually approve the job?
Yes, the authorization question asks directly whether the buyer can approve the project on behalf of their organization, so leads without sign-off authority can be routed to a different follow-up path.
Does the intake distinguish shop work from on-site welding requests?
Yes, buyers select whether the work happens at your shop or at their facility, which feeds directly into your CRM so scheduling and crew assignment reflect the correct location.
How are custom welding leads kept separate from sheet metal fabrication or structural fabrication leads?
Each subservice, including sheet metal fabrication and structural fabrication, runs its own intake with its own catalog of questions, so a custom welding enquiry never gets mixed in with unrelated fabrication requests.
Turn custom welding visitors into qualified projects
Give every custom welding visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.