Know which sheet metal leads deserve a capability review
Buyers share material, quantity, and timeline details plus CAD files or drawings up front, so your team sees which sheet metal jobs fit your line before quoting.
The exact intake your sheet metal fabrication leads complete
This is the real 7-question guided intake for Sheet Metal Fabrication — the same flow your customers finish before you ever pick up the phone.
What a qualified sheet metal fabrication lead should tell you
Cutting, bending, and forming flat sheet metal into custom parts, prototypes, repairs, or production runs, where job type, quantity, material, and drawing availability determine whether a shop's line can actually take the work.
- Sheet Metal Work
- Have Technical Drawings Or
- Quantity Parts
- Material Fabricated
- This Project Completed
- Person Who Can Approve
- Size Parts Or Sheets
The questions your team needs answered
Every sheet metal fabrication intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of sheet metal work do you need? | The type of work distinguishes prototype development and custom parts from repairs and production runs, each of which needs a different capacity and tooling check. |
| Do you have technical drawings or CAD files for this project? | Whether CAD files or drawings already exist determines if the shop can quote directly or needs a design step before a capability review is worth scheduling. |
| What quantity of parts do you need? | Quantity separates one-off and small-batch jobs from higher-volume runs that may only fit certain lines or require a different pricing approach. |
| What material do you need fabricated? | Segments the lead so you can route, price, and prioritize it correctly. |
| When do you need this project completed? | Timeline shows whether the buyer needs the job worked into the current production queue or is still planning ahead. |
| Are you the person who can approve this purchase or project? | Confirming purchase approval authority prevents the shop from spending capability-review time on a request that still needs internal sign-off elsewhere. |
| What size are the parts or sheets involved, approximately? | Approximate part or sheet size lets the shop pre-check against sheet, press-brake, or laser bed limits before booking a review. |
How Cliont scores sheet metal fabrication leads
Every answer is weighted automatically — no manual review required.
Value signals
- Custom parts or components
- Prototype development
- Production run of existing design
- Repair or modification of existing part
- Not sure
- Have Technical Drawings Or: yes
See the lead your team receives
Sheet Metal Fabrication 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 sheet metal fabrication workflows
| Cliont capability | Sheet Metal Fabrication application |
|---|---|
| Structured job-type capture | Routes custom parts, prototypes, production runs, and repairs into distinct categories so sales can prioritize based on what kind of fabrication work is actually being asked for. |
| File and drawing upload | Collects CAD files or technical drawings at intake so the shop knows immediately whether a job is quote-ready or needs design input first. |
| Multi-select material scoring | Captures every metal type requested (steel, stainless, aluminum, copper/brass) so the shop can flag jobs that need alloys or gauges outside its current stock or tooling. |
| Approver flagging | Surfaces whether the person submitting the request can approve the purchase, so the CRM record shows if a follow-up is needed to reach the real buyer before quoting. |
| Free-text specification field | Lets buyers describe part or sheet size in their own words, giving the shop early data to check against press-brake, shear, or laser bed capacity. |
Common sheet metal fabrication lead scenarios
Production run, no drawings yet
A buyer requests a medium or large production run but hasn't uploaded CAD files, so the intake flags that engineering review is needed before a firm quote can go out.
Prototype with files ready
An engineer needs a single prototype unit and already has technical drawings attached, giving the shop enough detail to schedule a capability review without back-and-forth.
Repair request, size unclear
A buyer wants an existing part modified but selects 'not sure' on material and quantity, so the free-text part size field becomes the main data point for early triage.
Non-decision-maker inquiry
A procurement contact submits a detailed request for a small batch but answers 'no' on purchase approval, signaling the shop should confirm the real buyer before investing quoting time.
Multi-material custom job
A buyer selects more than one metal type (for example aluminum and stainless) for a custom parts order, which helps the shop check alloy and gauge capability before booking time.
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
Sheet Metal Fabrication lead-intake FAQs
How does the intake handle buyers who don't have CAD files yet?
The intake asks directly whether technical drawings or CAD files exist. A 'no' answer still scores the lead, but the shop can see upfront that design work or a follow-up conversation is needed before a firm quote.
What happens if a buyer answers 'not sure' on quantity or material?
'Not sure' answers are still captured and scored, since even an undefined-quantity custom job carries value in the scoring signals. The shop can use the free-text part size field and any uploaded files to fill in the gaps during the capability review.
Why does the intake ask for approximate part or sheet size as free text?
Dimensions don't fit neatly into fixed options, so a free-text field lets buyers describe size in their own terms. That detail helps the shop pre-check press-brake or sheet capacity before committing to a review.
Does the intake tell me if the person filling it out can actually approve the job?
Yes, one question asks whether the respondent can approve the purchase or project. A 'no' answer doesn't disqualify the lead, but it flags that the shop should identify the actual decision-maker before quoting.
How is this intake different from the one used for laser cutting or custom welding leads?
Sheet metal fabrication asks about job type (custom, prototype, production, repair), material, quantity, and drawing availability specific to sheet work. Laser cutting, powder coating, and custom welding each use their own catalog tuned to that process.
Can the intake distinguish a repair job from a new production run?
Yes, the job type question separates repair or modification of an existing part from custom parts, prototypes, and production runs, so the CRM record reflects which kind of work the shop is actually being asked to do.
Turn sheet metal fabrication visitors into qualified projects
Give every sheet metal fabrication visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.