If you run a trade, a clinic, or a small services business, every new client starts with the same question on a form: what do you need, and how do I reach you? This converter turns a plain client intake form into a working intake app that captures the inquiry, files it under the right customer, and tells someone on your team to follow up. No more leads lost in an inbox or a paper pad.
What's Included
- Intake form: Name, contact, service needed, and notes captured in one clean form your clients fill in from any device.
- Connected projects: Each submission lands as a new customer record linked to its jobs and follow-ups, so the whole history lives in one place.
- AI Agent: Ask "which new inquiries came in today?" or "who has not been called back yet?" and get a straight answer. See custom agents.
- Automation: A trigger fires the moment a form is submitted, tags the lead, and notifies the owner so nothing waits.
- Views: Read your intake as a list, board, or table with project views.
How To Use
- Clone this app into your Taskade Genesis workspace.
- Edit the form fields to match the questions you actually ask new clients.
- Set who gets notified when a new inquiry arrives in automations execution.
- Share the form link on your website, texts, or business card.
- Every new client now flows straight into one place, ready to follow up.
Browse more starting points in the Community Gallery.