Manufacturing Lead Qualification Script Templates

Thanks for reaching out to company, buyer. This is your name on the sales team. Before I put a quote together, mind if I ask a few quick questions so the numbers actually fit what you need? It will only take a minute.

First, tell me about the job. What are you making or building with part, and is this for a specific product line or a one-off production run?

And what is prompting you to source this now? Is it a new program, a supplier that let you down on quality or lead time, or capacity you cannot cover in house?

On the technical side, what specs does part need to hit -- material, tolerance, finish -- and roughly what volume are you looking at to start with volume?

So I loop in the right people on my end, are you the one who approves new suppliers, or does engineering or purchasing sign off, and when do you need parts in hand?

If we can meet your spec and your date, next step. Does that sound good to you?

Hi contact, thanks for the bulk enquiry. This is your name from company. Quick chat so I scope your order right before I send pricing?

First, help me understand the setup. What are you using item for, and is this a one-time fill or an ongoing supply you need us to hold?

What is driving the volume right now? Are you ramping a build, replacing a supplier, or covering a shortage you cannot get elsewhere?

On numbers, what quantity are you targeting for quantity, is there a target price per unit you need to land, and do you need any certs or documentation with it?

And timing is the other piece. When do you need this delivered by deadline, and who signs off on the spend before you can commit?

If we can hit your number and your date, next step. Want me to put that together?

Hi engineer, thanks for sending this over to company. This is your name on our engineering sales team. Before I scope anything, can I ask a few questions so we quote the real project, not a guess?

Walk me through the application first. Where does part sit in your product, and what does it actually have to do once it is in there?

What is behind building this custom rather than buying off the shelf? Is it a fit issue, a performance spec, or a part that no standard catalogue covers?

On the build, what tolerances, materials, or finishes are non negotiable for application, and what annual volume are you planning once you are in production volume?

And on process, do you already have drawings or do you need help designing for manufacturability, who approves the tooling spend, and what is your target launch date?

If the design is a fit, next step. Shall we get that moving?

Hi contact, this is your name from company. We spoke at show name -- good to reconnect. Have you got a couple of minutes?

I wanted to pick up where we left off. Remind me what you run on your line, and what pulled you toward our product on the stand?

Where are you now with it? Are you actively looking to bring product into a build, or were you still scoping options at the show?

If you are moving ahead, what volume would make sense for a first order volume, and is there a budget or landed cost you are working within?

And practically, who signs off on a new supplier on your side, and when would you want first parts in hand?

Depending on your answers, next step. Shall we line that up?

Hi buyer, it is your name from company. Good to catch you. Quick minute to talk through your account?

The current part has been running steady for you from what I can see on our side. How has quality and lead time held up on your end lately?

Where I want to help is the gaps. Is there a component you are buying elsewhere, or a part your line keeps waiting on, that we could be supplying too?

I ask because new part tends to pair well with what you already order from us. What volume would you trial it at to start volume?

On decisions, can you approve adding a line yourself, and when would you want the first batch in?

If it makes sense, next step. Want me to pull the details together?

Hi contact, thanks for looking at company as an option. This is your name. Mind if I ask a few questions to see whether we are a genuine fit before we talk price?

Tell me about the current setup. Who supplies your part today, and what is making you look at a second source or a switch now?

Is this about lead time, quality, pricing, or risk -- wanting a backup so one plant issue does not stop your line?

On the part itself, what material and tolerances does part call for, what volumes are you running volume, and would you need us to match existing drawings and approvals exactly?

And on process, who owns the supplier relationship at your end, is there a qualification or sample stage we would need to pass, and what timeline are you working to?

If we can match or beat what you have, next step. Does that sound like a plan?