Consultancy Booking Form
Consultancy Booking Form is a booking page that collects client details and lets new clients ask for a consultation with your advisory business. It replaces the email thread of back-and-forth messages and the paper intake form. An AI assistant guides each new client through intake. Automatic updates qualify new leads and send invoice payment reminders. Clone it free, then switch on the automations you want.
Consultancy Booking Form is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Websites
This Taskade Genesis app includes 4 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Intake Specialist Agent. Its automations include Lead Qualification Flow and Invoice Payment Reminders.
198 installs · 1 like
by @taskade
What you can do with Consultancy Booking Form
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Consultancy Booking Form works
- Lead Qualification Flow: when Form Trigger, then Calculate Qualification Score and Create Lead Entry.
- Invoice Payment Reminders: when Daily Invoice Check, then Find Overdue Invoices and List Invoices That Need a Reminder.
Built with Taskade Genesis
- Category: Websites
- AI agents: Intake Specialist Agent
- Automations: Lead Qualification Flow, Invoice Payment Reminders
- Workspace: 4 projects, 1 AI agent, 2 automations