Metal forming intake that asks what your line actually needs to know
Ask which forming process, metal type, and quantity a buyer needs, then collect engineering drawings and CAD files before you quote a run your line cannot take.
The exact intake your metal forming leads complete
This is the real 7-question guided intake for Metal Forming — the same flow your customers finish before you ever pick up the phone.
What a qualified metal forming lead should tell you
Shaping metal parts into a required geometry through bending, rolling, stamping, pressing, or deep drawing, using engineering specs, quantity, and material type to determine which press or tooling a job requires.
- Forming Process Project
- Metal Type Formed
- Have Engineering Drawings Or
- Approximate Quantity Parts Needed
- Requesting This On Behalf
- Formed Parts Completed
- Approximate Dimensions Or Size
The questions your team needs answered
Every metal forming intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which forming process does your project require? | A defined process like stamping or pressing scores higher than 'Not sure', since it tells you whether the job even matches the presses and tooling your line runs. |
| What metal type do you need formed? | The metal type answer isn't weighted, but it determines whether the job matches the material your equipment and tooling are set up to handle. |
| Do you have engineering drawings or specifications for the parts? | A 'yes' on having drawings scores meaningfully higher than 'no', since a spec'd job is ready for a capability review while an unspec'd one still needs scoping. |
| What is the approximate quantity of parts needed? | Batch size separates a one-off prototype from a production run, which is the difference between a quick quote and a job that needs a full line capability check. |
| Are you requesting this on behalf of a company that will authorize the purchase? | A company-authorized purchase carries a heavier weight than an individual inquiry, since it signals an actual budget and decision-maker behind the request. |
| When do you need the formed parts completed? | Timeline distinguishes a buyer who needs parts scheduled now from one who's still planning, letting you sequence capability reviews by real urgency rather than submission order. |
| What are the approximate dimensions or size range of the parts? | The free-text dimension range gives your team a working size estimate even before a formal drawing arrives, which matters for deep drawing or press jobs where part size limits tooling fit. |
How Cliont scores metal forming leads
Every answer is weighted automatically — no manual review required.
Value signals
- Bending
- Rolling
- Stamping
- Pressing
- Deep drawing
- Not sure
See the lead your team receives
Metal Forming 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 metal forming workflows
| Cliont capability | Metal Forming application |
|---|---|
| Weighted lead scoring | Scores a lead higher when the buyer selects a defined forming process like stamping or pressing rather than 'Not sure', and higher again when they confirm company-authorized purchasing. |
| File upload capture | Collects engineering drawings or specifications directly in the intake so your team has the part geometry before scheduling a capability review. |
| CRM routing | Sends qualified metal forming leads, including quantity tier and any uploaded drawings, straight into your CRM instead of an inbox thread you have to sort manually. |
| Free-text capture fields | Uses the dimensions question to log a working size range even when a buyer hasn't submitted a formal CAD file, so incomplete leads still carry usable detail. |
Common metal forming lead scenarios
Large stamping run, company-backed
Buyer selects stamping, a large batch (1000+), and confirms the request is on behalf of a purchasing company, which the intake flags as a high-priority production job.
Prototype with no drawings yet
A single-unit prototype request with no engineering drawings and 'not sure' on process still captures rough dimensions through the free-text field, routing it for a clarifying call before scoring it as production-ready.
Planning ahead, no urgency
A medium-batch deep drawing enquiry marked 'just planning ahead' gets qualified the same way as an urgent one, but the timeline answer signals it can wait behind jobs needing faster turnaround.
Individual buyer, small batch
A small-batch request where the buyer answers 'no' to purchasing on behalf of a company is captured with the same forming-process and material detail, but flagged differently for follow-up than a corporate order.
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
Metal Forming lead-intake FAQs
How does this intake keep me from quoting a run my line can't take?
The forming process and quantity questions capture whether a job is bending, rolling, stamping, pressing, or deep drawing at prototype, small, medium, or large batch volume, so you see the process and scale before you commit press time to a quote.
What happens when a buyer selects 'Not sure' for the forming process?
That answer carries a lower weight than a specific process selection, so the lead still comes through but is flagged for a conversation to confirm what forming operation the job actually needs before it goes to a capability review.
Can buyers upload engineering drawings through the intake?
Yes, the intake asks directly whether drawings or specifications exist and can collect those files alongside the submission, so your team has the drawing in hand before the capability review instead of chasing it afterward.
Does the intake tell me if the buyer is purchasing for a company?
Yes, one question confirms whether the request is on behalf of a company that will authorize the purchase, which carries meaningfully more weight than an individual inquiry and helps you prioritize commercial orders.
What if a buyer doesn't have a CAD file for dimensions?
There's a free-text field for approximate dimensions or size range, so even without a formal drawing your team gets a working sense of part size to scope the job before drawings arrive.
Is this different from the intake for Sheet Metal Fabrication or Laser Cutting?
Yes, this intake is built around forming-specific questions like process type and deep drawing versus stamping, rather than the cutting or fabrication questions used for Laser Cutting or Sheet Metal Fabrication leads.
Turn metal forming visitors into qualified projects
Give every metal forming visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.