Machine Shop Lead Generation Planning Kit
Build a focused 90-day plan around the work your shop wants to evaluate. This free worksheet connects target-work criteria, acquisition channels, buyer pages, RFQ ownership and the evidence you will review.
Download the free 90-day lead generation planner
The ZIP contains a self-contained HTML planner and a short instruction file. Extract the ZIP, open the HTML file in a browser, and complete the worksheet locally. There is no signup or submission form.
What the planner includes
Begin with a target-work brief: the processes, materials, general project conditions and exclusions that should guide the test. Record the person who approves technical claims and the person responsible for responding to inquiries. This keeps the marketing plan connected to the shop’s actual scope and available ownership.
The baseline section helps separate inquiries, qualified opportunities, quotes and decisions. It includes space for unknown sources and incomplete sales cycles so the review does not imply more certainty than the records support.
Use three channel-test records to describe the buyer question, destination page, next action, source naming, approved scope and review conditions. The three-stage plan covers days 1–30, 31–60 and 61–90. A weekly review log and diagnostic checklist help connect observations to the next investigation.
Start with one practical route
Choose a recurring buyer question that matches the work your team wants to quote. Identify the page that should answer it, the evidence that needs review and the approved inquiry route. If the destination or handoff is incomplete, repair that part before increasing acquisition activity.
Ask sales and estimating to agree what counts as a useful opportunity. Record who updates each stage and who owns the next response. Then choose a manageable test, with a clear scope and any spending limit your business has approved.
At review time, record what happened and what remains unknown. The worksheet is a planning and observation tool; it does not forecast revenue or promise results within 90 days.
Keep a usable copy
Entries are not automatically saved or sent to KriXis. Use Print / Save to PDF before closing or refreshing the worksheet, and check the saved output before sharing it. Keep confidential drawings, personal records, passwords and restricted project details out of the file.
The worksheet has no external scripts, account requirement or upload function. Your browser controls the local print dialog. You can use the planner with a colleague without giving the file access to your CRM or analytics account.
Download the free 90-day lead generation planner
Read the guide or discuss the test
The machine shop lead generation plan explains the acquisition route, evidence, source tracking and review process. The RFQ qualification guide provides more detail on deciding which inquiries fit.
For help reviewing public pages and a non-confidential plan, visit the lead generation plan review page. You can start the conversation with one priority route and agree the scope before implementation work.