Consulting Firm Website

Consulting Firm Website with Intake Scoring and a Team Back Office. A calm public site with services, industries, partners, FAQ, a site chat and an inquiry form. Each inquiry gets a fit score, a reason, a partner and a reply draft. The back office has an inquiry board, routing rules, a brand guide and an access page. Partners, associates and assistants each see what their role allows. Monday and monthly emails list stale and won inquiries.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 8 projects & knowledge bases, 2 AI agents, and 5 automations & workflows — ready to run or customize after you clone.

John Xie published this portals app in the Taskade Community Gallery.