Know which mold tooling leads deserve a capability review
Every enquiry captures mold type, production volume, and CAD file availability up front, so your team knows whether a project is ready for tooling design or still needs part drawings before you quote.
Preview your mold design and tooling intake
Explore 6 questions from the Mold Design and Tooling template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified mold design and tooling lead should tell you
Design and fabrication of custom injection, blow, compression, or extrusion molds used to produce plastic parts, covering new tool builds, modifications to existing tooling, and repair of damaged molds.
- Current Status Mold Project
- Mold Or Tooling
- Have Existing Part Drawings
- Expected Production Volume Parts
- Authorized Approve Budget And
- Material Will Final Plastic
The questions your team needs answered
Every mold design and tooling intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the current status of your mold project? | Distinguishes a full new-tool design from a modification or repair, which require very different engineering time and cost before you can scope a capability review. |
| What type of mold or tooling do you need? | Identifies which press and tooling specialization the project actually needs, which determines whether it fits your line's capability at all. |
| Do you have existing part drawings or CAD files for the mold? | Signals whether design work can start right away or a part-design phase needs to happen first, directly affecting timeline and quote accuracy. |
| What is the expected production volume for parts made with this mold? | Production volume drives cavity count, tool steel class, and expected tool life, all of which change what a realistic quote looks like. |
| Are you authorized to approve budget and proceed with a tooling supplier? | Confirms whether the enquiry can move toward a contract without a second decision-maker joining the conversation. |
| What material will the final plastic parts be made from? | The intended resin affects shrink rate, venting, and steel selection, so it shapes the mold design before any quote is prepared. |
How Cliont scores mold design and tooling leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- New mold design needed
- Modifying an existing mold
- Repair or rework of a damaged mold
- Exploring options, no design yet
- Have Existing Part Drawings: yes
- Authorized Approve Budget And: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
New Injection Mold Design 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 mold design and tooling workflows
| Cliont capability | Mold Design And Tooling application |
|---|---|
| Conditional question branching | Separates new mold design, modification, and repair requests so each gets routed toward the right internal reviewer before a capability review is scheduled. |
| File upload capture | Collects part drawings or CAD files directly in the intake so your team isn't chasing design files after the first conversation. |
| Lead scoring | Weights new mold builds, modifications, and repairs differently so a repair enquiry doesn't get buried behind a larger new-tool project in your pipeline. |
| CRM routing | Sends only buyers who confirm production volume and budget authority straight to your CRM as tooling-ready leads. |
Example mold design and tooling lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
New tool build, high-volume run
The buyer needs a new mold design, has CAD files ready, and confirms high-volume production plus budget authority — this routes straight through as a strong candidate for a capability review.
Early-stage exploration, no design yet
Someone is exploring options with no CAD files and no confirmed volume, which the intake flags as an earlier-stage conversation rather than a project ready to quote.
Damaged mold needs repair
The request is for repair or rework of an existing mold rather than a new build, so the intake captures material and volume details separately from a full design project.
Modification project, unclear budget owner
The buyer wants to modify an existing mold and has drawings ready, but answers no to budget authorization — a signal that another decision-maker needs to join before a capability review is booked.
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- 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
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- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More plastics manufacturing intake templates
Mold Design and Tooling lead-intake FAQs
How does the intake capture what type of mold we're being asked to quote?
The intake asks directly whether the project is an injection, blow, compression, or extrusion mold, including a 'not sure' option so you can see when a buyer needs guidance before you invest engineering time.
What happens if the buyer doesn't have CAD files or drawings yet?
The intake asks whether part drawings or CAD files already exist and weights that answer into the lead's score, so you can see at a glance whether a project can move to tooling design immediately or needs a design phase first.
Can the intake tell us if someone is just exploring options rather than ready to commit?
Yes — project status options range from 'new mold design needed' down to 'exploring options, no design yet', and that answer, combined with production volume, shows which enquiries are ready for a capability review versus still forming their requirements.
Does the intake capture material requirements for the finished parts?
Yes, buyers enter the intended plastic material as free text, which your team can use to check mold steel selection, shrink rates, and venting needs before scheduling a call.
How does this stop us from quoting a run our line can't actually take?
By pairing production volume with mold type before any conversation happens, the intake surfaces mismatches between what's requested and your shop's capability, so unsuitable jobs don't reach quoting.
What if the person filling out the form can't approve budget?
The intake asks directly whether the respondent is authorized to approve budget and proceed with a supplier, so you know upfront whether you're talking to the decision-maker or need to loop someone else in.
Turn mold design and tooling visitors into qualified projects
Give every mold design and tooling visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.