Lead Intake

Smart intake form with conditional fields, validation, attachments, and a routing-style summary that’s print-ready. Demo only (front-end) — can connect to email/CRM later.

Conditional Fields Validation Print Output

Intake Form

Complete the form and click “Generate Summary”.

Service Type* Business Name* Contact Name* Email* Phone* Location (city/state) Preferred Contact Method

Project Needs

Urgent timeline Has budget range Decision maker Has existing site Has logo/photos

Goal / What’s the main outcome?* Notes / Details

Attachments (optional)

Upload files

Demo only (front-end). In production, files would upload to storage and link in CRM/email.

Choose files

Tip: After generating, print the summary as a PDF.

Routing idea: send summary to email/CRM, create a lead record, attach files, assign owner, and set status automatically.

Lead Intake

Intake Form

Project Needs

Website Details

Maintenance Details

Automation Details

Domain / Email Migration

Consulting

Attachments (optional)