If you run a service business, leads slip through the cracks the moment you get busy on a job. This agentic workflow watches your intake, qualifies each lead, and books the first call on its own. You describe your business once to Taskade Genesis and it wires the whole lead-to-client path together as connected projects.
What's Included
- Lead capture: every inquiry lands in one place — form, email, or web — as a new record you can act on.
- Qualifying agent: an custom AI agents reads each lead, scores fit, and flags the hot ones so you call the right person first.
- Auto follow-up: triggers chase quiet leads and remind you before a quote goes stale.
- Booking step: qualified leads get a link to grab a time, and the slot drops onto your calendar.
- One pipeline: see new, qualified, booked, and won on a board so nothing stalls.
How To Use
- Clone this workflow into your workspace.
- Point your intake form or inbox at the lead capture step.
- Tell the qualifying agent what a good customer looks like for you, using custom AI agents.
- Turn on the automations for follow-ups and booking reminders.
- Watch leads move from inquiry to booked call without manual chasing.
Want the human version too? Browse done-for-you systems in the Community Gallery or open the AI agents hub.