The Intake Engine
Your Website Should Be Generating Leads, Not Just Sitting There
Most professional services websites look fine. They have a services page, a portfolio or bio page, and a contact form that goes nowhere. They're static billboards — and every month they sit there, they're costing you revenue you're not seeing.
What Is the Intake Engine?
The Intake Engine changes that.
It's a fixed-scope website build that connects your site directly to your CRM, marketing hub, and project systems — so leads are captured, qualified, and routed automatically from the moment someone fills out a form. No manual follow-up. No data entry. No inquiries sitting unanswered while your team is on a job site, with a patient, or in a client meeting.
The Intake Engine is a fully custom WordPress website, built to your brand, wired directly into the business systems you're already running. We design it, build it, integrate it, and hand it off with documentation — in 90 days.
Your site doesn't just look professional. It works as a full-time inbound employee:
- Captures leads through optimized forms and conversion flows
- Qualifies prospects based on the intake questions you define
- Routes high-intent leads to direct booking and lower-intent leads to a nurture track
- Creates client or project records in your CRM automatically, without manual data entry
You supply the content and visuals. We build, integrate, and optimize. R Creative has been building connected websites for nearly 10 years for AEC firms, healthcare practices, and financial services teams. The Intake Engine is the packaged version of what we've always done best.
What You Get
Three Tiers. One Outcome.
Choose the level of integration that matches where your firm is right now. All tiers deliver a fully custom build in 90 days.
Intake Engine Core
For firms that need a professionally built, fully custom site that captures and routes leads directly into their existing CRM.
Fully custom WordPress design and build matched to your brand. Up to 15 pages (additional pages at our standard hourly rate). Copy editing of all client-provided content for marketing flow, grammar, SEO, and AEO. Lead capture forms, CTAs, and conversion flow. Integration with HubSpot CRM or Salesforce for automated lead routing. Routing logic including lead assignments, notifications, and pipeline stage triggers. Full testing, QA, and handoff documentation.
Get StartedIntake Engine Pro
For firms that want to go beyond lead capture and turn the site into the starting point of the client engagement itself.
Everything in Core, plus a lead qualification layer with conditional logic, scoring rules, and intake questions that segment prospects before routing. High-intent leads route directly to booking. Lower-intent leads route to a nurture track. Upon conversion, automatically creates client or project records in your marketing hub and connected systems — Procore or Autodesk Build for AEC teams, advisor CRMs for financial practices, and mid-market ERPs such as Sage Intacct or Oracle NetSuite when your back office needs the handoff. Advanced workflow triggers based on qualification outcome or engagement status.
Get StartedIntake Engine Partner
For firms that want the full Pro build plus a standing relationship with R Creative to keep it performing over time.
Everything in Pro, plus a monthly retainer beginning after project delivery (2-hour minimum at $170/hr, first month complimentary). Ongoing scope includes performance reviews, copy updates, integration adjustments, new page builds, A/B testing, and SEO and AEO optimization. Partner clients receive priority response time.
Get StartedRush Option
Need It Sooner? Rush Option Available.
We can compress the 90-day timeline to 60 days. Rush pricing adds 25% to the base package fee and is available on any tier. Contact us to check availability.
How It Works
Fixed Scope. Clear Milestones. No Billing Surprises.
The Intake Engine is fixed-scope, so there are no ambiguous deliverables and no billing surprises. The engagement runs in four stages.
You Provide Content + Brand Assets
Written copy for each page, photos, logos, and brand guidelines. If you need us to create or source content, we can scope and quote that separately — so you only pay for what you actually need.
We Design + Build
Fully custom WordPress, matched to your brand — no templates, no generic industry layouts.
We Integrate Your Systems
Your CRM, marketing hub, and construction or project platforms are connected, with routing logic, qualification rules, and onboarding automation all configured and tested before delivery.
Handoff + Launch
We hand it off with documentation, a walkthrough, and a site that's ready to work on day one. The 90-day clock starts once we have all required assets from you: content, brand files, and system credentials.
Supported Platforms
Built for the Tools You're Already Running
| Platform Type | Included (Standard Tiers) | Supported (Custom Proposal) |
|---|---|---|
| CMS | WordPress | HubSpot CMS and others |
| CRM | HubSpot, Salesforce | Any REST API-capable CRM (e.g. Wealthbox, Redtail, JobNimbus) |
| Marketing Hub | HubSpot Marketing Hub | Any REST API-capable platform |
| Construction / Project | Procore, Autodesk Build | BuildingConnected, Buildertrend, and other REST API platforms |
| ERP | Sage Intacct, Oracle NetSuite | Any REST API-capable platform |
Who This Is For
Built for Firms That Are Done with a Website That Doesn't Pull Its Weight
The Intake Engine is the right fit if:
- You already have a CRM, marketing hub, or construction platform and want your website connected to it
- Your team is spending time on manual intake, data entry, or lead follow-up that should be automated
- You want a custom site with a defined scope and a clear price before you sign anything
- You're in AEC, healthcare, or financial services — and your pipeline depends on getting the right inquiry to the right person fast
This is not a $76/month template subscription. It's a professional build for firms that want their website to function like a real part of their business.
FAQ
Frequently Asked Questions
That's fine. You don't need everything on day one. We'll work through a content plan with you at the start of the engagement. If you need us to write or source content, we can scope that separately.
Standard tiers include HubSpot CRM, Salesforce, and HubSpot Marketing Hub. Pro tiers add construction and project platforms such as Procore and Autodesk Build, plus mid-market ERPs like Sage Intacct and Oracle NetSuite when needed. We support any platform with REST API access — including advisor CRMs such as Wealthbox or Redtail. If you're on a different system, contact us and we'll assess compatibility before you commit.
No. Core and Pro are fixed-scope projects, not subscriptions. The Partner tier includes an ongoing monthly retainer, but there's no long-term contract. We want to earn your continued business by delivering results, not by holding you to paperwork.
Yes. Additional pages are billed at our standard hourly rate and quoted separately before we scope them.
The 90-day clock starts once we have all required assets from you: content, brand files, and system credentials. We set clear milestones at the start of the project so both sides know what's due when.
Get Started
Ready to Put Your Website to Work?
Fill out the form below and we'll follow up to talk through which tier fits your firm. No pressure, no pitch — just a straight conversation about whether this is the right fit.