A conversion-focused intake site where every submitted field becomes CRM context, routing data, and a next-step task.
INTAKE STUDIO
2026
- Intake UX
- Qualification logic
- CRM sync
- Routing rules
- Task creation
- Notification design
overview
Instead of a static landing page, the intake layer becomes the first automation touchpoint: it qualifies, tags, assigns, and starts follow-up without manual sorting.
outcome
Built as a practical automation layer: better intake, cleaner handoffs, fewer repeated tasks, and a sharper view of what needs attention next.
section 01
section 02
section 03
section 04
section 05
section 06
section 07
