Only book the consultations worth having. Describe who you want to talk to and Taskade Genesis builds an intake app that asks the qualifying questions up front, scores each enquiry against your criteria, and sorts the queue so the ones you should see this week sit at the top.
The Consultancy Booking Form is a live Taskade Genesis app on this page. Fill it in, watch a real enquiry land as a record, then press "Use this app" to clone it in about ten seconds and grow it into the scored triage queue described here.
Consultation slots are the most expensive thing a service business gives away, and the usual booking link gives them away to anyone who can click. Putting a short intake in front of the slot changes the economics: the people who fill it in are already invested, and the answers tell you whether to book 20 minutes, 60 minutes, or a polite referral elsewhere.
What the build gives you: an intake form with your qualifying questions, a plain-English scoring rubric you approve before it runs, a queue sorted by fit, a suggested session length per enquiry, drafted responses for book, defer, and decline, and a record of every enquiry so you can see what you keep turning away.
The same enquiries render across the layouts you need:
- Board view to move enquiries through New, Qualified, Booked, and Declined
- Table view for the full scorecard with budget, timeline, and fit columns side by side
- List view for a focused run through today's new enquiries
- Plus Calendar, Mind Map, Gantt, and Org Chart across the rest of the 7 project views
Automations sort before you look. The Form Submitted trigger creates the record, an AI categorize step applies your rubric, a filter routes high-fit enquiries straight to your Slack channel, and low-fit ones receive a warm decline with a link to a resource instead. Across 100+ bidirectional integrations, web forms and Gmail pull enquiries in while Slack and email push routing out. Automations run on paid plans; the Free plan includes 10 flow runs in total.
The AI agents in the app carry 34 built-in tools including web search, persistent memory, and file analysis. The Intake agent researches the company behind the enquiry before you open it, so you walk into the consultation already knowing what they do and roughly what they need.
The queue is also a quiet strategy document. Every declined enquiry carries a reason, and after a month those reasons tell you something a survey never will: which work you are turning away because it is genuinely wrong for you, and which you are turning away only because you have not built the offer for it yet. The second group is usually where the next service line comes from.
A note on speed, because it matters more than scoring accuracy. Most consultation enquiries are shopping around, and the practical advantage goes to whoever replies first with something useful. The point of automating the triage is not to be clever, it is to get a real answer back inside the hour rather than at the end of the week.
Clone the app, invite whoever handles enquiries, and the rubric is yours. Change what counts as a good fit whenever your business changes.
Learn form logic in Learn, the categorize action in Learn, and how applicant-style screening is built in Learn. Browse live intake builds in the Community Gallery. Pair this with the discovery call funnel map for the branching question design, and the request and confirm queue once an enquiry becomes a real booking.
Frequently Asked Questions
Will an intake form scare good enquiries away?
Short ones do not. Five focused questions filter out the browsing and barely register with someone who genuinely wants your help. If your form is long enough to hurt conversion, the fix is fewer questions, not no questions.
How does the scoring work?
You describe what a good fit looks like in plain English, for example budget over a threshold, a decision maker, and a timeline inside 90 days. The AI turns that into a rubric, shows its reasoning on each enquiry, and you can override any score with one click.
Can it decline enquiries for me?
It drafts the decline, you send it. A warm decline with a useful link costs you nothing and keeps the door open. Fully automatic declines are possible but rarely worth the risk of getting one wrong.
Does this replace my booking page?
It sits in front of it. The intake decides whether a slot is offered at all, then the qualified enquiry flows into the normal request and confirm queue.
Can I set different session lengths by score?
Yes. The rubric can suggest a 20-minute triage call for a mid-fit enquiry and a full hour for a strong one, which quietly protects the most valuable hours in your week.
What if an enquiry arrives by email instead?
Forward it in, or paste it into a record. The same agent reads unstructured text, extracts the answers it can find, and flags what is missing so you can ask one clarifying question rather than five.
Does the app remember previous enquiries from the same person?
Yes. Persistent memory and a lookup on the contact details surface prior enquiries on the record, so a second approach from the same company arrives with its history attached.
Can my team see why an enquiry scored the way it did?
Yes. The reasoning is stored on the record in plain language, which matters when a colleague wonders why a promising-looking enquiry was deferred.
