Machine Shop Lead Generation Planner A 90-day working plan for target work, acquisition tests and opportunity review.
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Print / Save to PDF 1. Target-work brief Public website Planning date Plan owner Technical approval owner RFQ response owner Next review date Processes and materials to evaluate General work profile, quantities and project conditions Exclusions and claims requiring approval Current capacity considerations (not a delivery commitment) 2. Baseline and stage definitions Baseline period and data gaps Inquiries / qualified opportunities / quotes / decisions (include counts) Qualification criteria and who changes the stage Known sources, unknown sources and open sales cycles 4. Three-stage plan Days 1–30: fit, baseline and route repair Days 31–60: useful publication and focused acquisition test Days 61–90: fit, quoting, follow-up and next decision 5. Weekly review records Keep unknown sources and incomplete opportunities visible. A form submission is not automatically a qualified RFQ.
Review 1: date / source / inquiry count / fit / quotes / open decisions / next action / owner Review 2: date / source / inquiry count / fit / quotes / open decisions / next action / owner Review 3: date / source / inquiry count / fit / quotes / open decisions / next action / owner Review 4: date / source / inquiry count / fit / quotes / open decisions / next action / owner 6. Release and review checks Observed pattern and plausible explanation Next change, owner and review conditions Unresolved approvals or implementation work Read the complete KriXis guide . This is a planning tool, not a forecast or guarantee.