Know which failure analysis leads are worth capability review time
The intake captures failure type, sample availability, and occurrence pattern before you agree to a capability review, and collects photos of the failed part so your team knows what equipment and expertise the case actually needs.
The exact intake your failure analysis leads complete
This is the real 5-question guided intake for Failure Analysis — the same flow your customers finish before you ever pick up the phone.
What a qualified failure analysis lead should tell you
An investigative engagement that examines a failed part, weld, or material sample to establish root cause and determine whether the issue is a one-off or a signal of broader production risk.
- Failure Investigating
- Have Failed Part Or
- Primary Reason This Analysis
- Many Units Or Occurrences
- Material Or Component Involved
The questions your team needs answered
Every failure analysis intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of failure are you investigating? | The failure type indicates the complexity of the investigation and which lab equipment or expertise needs to be lined up before the capability review. |
| Do you have the failed part or sample available for physical inspection? | Whether the physical sample is available directly determines if inspection can start immediately or if the case needs a shipment request first, and is weighted heavily in scoring. |
| What is the primary reason you need this analysis? | The stated reason for the analysis (warranty, recurrence prevention, complaint, or regulatory compliance) determines who inside the business should handle the case and how urgently. |
| How many units or occurrences of this failure have you observed? | A recurring pattern versus a single occurrence signals whether this is an isolated incident or a broader production-line risk worth escalating. |
| What material or component is involved in the failure? | The named material or component lets the team match the case to the right lab or test equipment before quoting a capability review. |
How Cliont scores failure analysis leads
Every answer is weighted automatically — no manual review required.
Value signals
- Mechanical fracture or crack
- Corrosion or material degradation
- Electrical or electronic failure
- Weld or joint failure
- Product defect or malfunction
- Not sure
See the lead your team receives
Failure Analysis Lead — Recurring Weld Failure
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 failure analysis workflows
| Cliont capability | Failure Analysis application |
|---|---|
| Conditional branching | The reason-for-analysis answer (warranty, recurrence prevention, customer complaint, or regulatory/safety) can route a lead to a different internal owner before it reaches the general queue. |
| Automated lead scoring | Failure type weights (mechanical fracture, corrosion, electrical, weld, or product defect) combine with sample availability to separate inspection-ready cases from ones needing a sample request first. |
| Free-text capture with tagging | The material/component field captures enough detail to tag which lab or test equipment a case likely needs, ahead of the capability review. |
| Structured upload requests | Buyers are prompted for photos of the failed part and failure surface at intake, so your team isn't chasing images before it can scope the review. |
Common failure analysis lead scenarios
Recurring weld failure on the line
Buyer reports a recurring pattern tied to a weld or joint failure and wants to prevent recurrence in production, with the sample already on hand for inspection — the intake flags this as high value and inspection-ready.
Warranty claim, no part in hand
A single-occurrence warranty or liability claim where the failed part hasn't been shipped yet — the lead is still scored, but flagged so the team confirms sample access before booking a capability review.
Electrical failure under compliance pressure
Buyer selects an electrical or electronic failure driven by regulatory or safety compliance rather than a warranty dispute — routed differently so the right owner sees it before it hits the general queue.
Vague inbound, failure type unclear
Buyer marks failure type as 'Not sure' and only loosely describes the material in free text — the intake still routes the lead but marks it for a clarifying call before anyone quotes lab 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 quality and testing intake templates
Failure Analysis lead-intake FAQs
What happens when the buyer doesn't have the failed part yet?
The intake captures whether a sample is available for physical inspection and scores that answer separately from the failure type itself. A 'no' doesn't disqualify the lead, but it flags that sample access needs confirming before a capability review is scheduled.
How does the intake distinguish a one-off failure from a production-wide risk?
The occurrence question asks whether the buyer has seen a single incident, a few occurrences, or a recurring pattern. A recurring pattern signals a broader line risk that changes how your team should prioritize the review.
Can regulatory or safety-driven cases be routed differently than warranty disputes?
Yes — the intake asks the primary reason for the analysis (warranty claim, prevent recurrence, customer complaint, or regulatory/safety compliance), so a compliance-driven case can be handled with different urgency than a routine warranty return.
What does the free-text material or component field actually do?
It lets the buyer name the specific material or component involved (a weld type, an alloy, an electronic assembly) so your team can tell at a glance which lab or equipment the case needs before it's reviewed.
How is Failure Analysis intake different from the Materials Testing intake?
Materials Testing verifies a sample against a spec or standard; Failure Analysis investigates why a part or material already failed. If a buyer's real need is spec verification rather than root-cause investigation, they belong on the Materials Testing intake instead.
Turn failure analysis visitors into qualified projects
Give every failure analysis visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.