Client Intake System
From contact form to qualified lead in your CRM, with an AI-written summary and the right next step queued.
Conceptual preview · structure shown without real client assets.
Project Snapshot
- Client
- Internal / Concept
- Client Type
- Demonstration
- Role
- Automation Design + Build
- Timeline
- 1 week sprint
- Tech Stack
- React · TanStack Start · Make
- Live URL
- Concept preview
The Challenge
Most intake forms drop into a generic inbox and die there. Studios with two channels — site form and email — end up triaging leads by hand on Friday afternoons, losing the warm ones.
The Direction
One canonical intake. Every lead — form, email, referral — lands in a single CRM record, gets an AI-written one-paragraph summary, an automatic qualification tag, and a queued first reply for human approval. Nothing fully automated, nothing fully manual.
What Was Built
- Validated intake form (web)
- Email parser for inbound enquiries
- AI summarization and qualification tagging
- CRM record creation with full payload
- Drafted first reply queued for human approval
- Slack / email alert for hot leads
- Weekly intake digest
- Workflow documentation and team training
Visual Examples
What this demonstrates
Intake stops being an inbox triage problem. Every lead gets a written summary, a qualification, and a first reply ready to send within minutes.
Related Services
Need something similar?
Fixed scope. Fixed price. Senior engineering from intake to handover.