Plastic prototyping intake that captures CAD readiness and quantity upfront
Buyers tell you upfront whether they need a visual model, functional fit test, or pre-production validation, along with CAD readiness and target quantity, so only capability-review-ready prototype requests land in your CRM.
Preview your plastic prototyping intake
Explore 6 questions from the Plastic Prototyping template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified plastic prototyping lead should tell you
Creation of a physical plastic prototype — via 3D printing, CNC machining, or vacuum casting — used to validate a design's visual concept, functional fit, or readiness for production, based on the buyer's stated purpose, quantity, and material needs.
- Best Describes Purpose This
- Have Completed Digital Design
- Prototyping Method Prefer, If
- Many Prototype Units
- Specific Plastic Material Or
- Prototype Completed
The questions your team needs answered
Every plastic prototyping intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes the purpose of this prototype? | Pre-production validation signals the buyer is closer to a real production decision than someone requesting a visual concept model, so it should weigh heavier toward a capability review. |
| Do you have a completed digital design file (such as CAD) ready to use? | A completed CAD file means the capability review can start on technical fit immediately instead of stalling on design work. |
| Which prototyping method do you prefer, if any? | Segments the lead so you can route, price, and prioritize it correctly. |
| How many prototype units do you need? | A quantity above 10 units signals this could grow into a production run — exactly the scenario that risks quoting a run your line can't take if it's not caught early. |
| Do you need a specific plastic material or property matched in the prototype? | Needing a specific plastic material or property matched adds technical complexity a capability review should confirm before scheduling. |
| When do you need the prototype completed? | An 'as soon as possible' timeline pushes the request ahead of flexible or exploratory ones so urgent capability reviews aren't buried. |
How Cliont scores plastic prototyping leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Visual or concept model
- Functional or fit testing
- Pre-production validation
- Not sure
- Have Completed Digital Design: yes
- As soon as possible
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Plastic Prototyping 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 plastic prototyping workflows
| Cliont capability | Plastic Prototyping application |
|---|---|
| Conditional scoring logic | Weighs prototype purpose and timeline together so an urgent pre-production validation request outranks an exploratory concept-model inquiry. |
| File upload capture | Collects CAD files directly during intake so your team isn't chasing design files after a capability review is already booked. |
| CRM routing | Sends quantity, method preference, and material-match answers straight into the CRM record so estimating doesn't start from a blank slate. |
| Lead segmentation | Separates 1-unit visual models from more-than-10-unit pre-production requests so your line doesn't get quoted a run it can't take. |
Example plastic prototyping lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Functional prototype needed ASAP
Buyer selects functional or fit testing, has a completed CAD file, and needs it as soon as possible — the intake flags this as a high-priority request for immediate capability review scheduling.
Pre-production validation at scale
Buyer selects pre-production validation, needs more than 10 units, and requires a specific plastic material matched — signaling a request that could grow into a production run worth reviewing capacity for.
Early concept, no CAD yet
Buyer selects a visual or concept model, has no CAD file ready, and marks the timeline as just exploring — the intake still captures the interest without pushing it straight into a capability review.
Material-matched fit-test request
Buyer needs functional or fit testing with a specific plastic material property matched and prefers vacuum casting — flagged for a technical check before any quote goes out.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 plastics manufacturing intake templates
Plastic Prototyping lead-intake FAQs
How does the intake handle buyers who don't have a CAD file yet?
The request still moves forward when CAD readiness is marked no, but it's flagged as needing design work before a capability review can confirm feasibility.
Can the intake tell me if someone actually needs a production-capable line, not just a one-off print?
The purpose question — visual/concept versus functional/fit versus pre-production validation — combined with the quantity question shows whether a request could turn into a production-scale ask worth flagging before you commit line time.
What happens with buyers who select 'no preference' on prototyping method?
They're still routed to your CRM with purpose, quantity, and material answers intact, so your team can recommend 3D printing, CNC machining, or vacuum casting during the capability review instead of guessing upfront.
Does the intake distinguish rush requests from exploratory ones?
Yes — the timeline question separates 'as soon as possible' and 'within a month' requests from 'flexible' or 'just exploring' answers, so rush prototype requests surface ahead of casual inquiries.
Will this same intake work for related processes like injection molding or mold design?
Plastic prototyping has its own catalog built around prototype purpose, CAD readiness, and method preference; separate intakes cover Injection Molding, Mold Design and Tooling, and the other sibling services if you offer those too.
What if a buyer needs a specific plastic material matched?
The material-match question flags requests needing property-specific plastics, so your team knows to check material compatibility before confirming a capability review slot.
Turn plastic prototyping visitors into qualified projects
Give every plastic prototyping visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.