🧭 Build a Consulting Intake Portal Prompt

Give every client a signed-in place to see their own projects, files, invoices, and status. These client portal prompts build branded, gated portals from plain English, and each one is paired with a live app you can try on the page and clone. Client sign-in and App Users are in beta and work on any plan. Custom domains are available on Pro plans and up, $10/mo billed annually.
Build a Consulting Intake Portal Prompt

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Build a client intake portal for [Consulting Firm Name] that qualifies enquiries before they take up calendar time. Capture company, budget range, timeline, scope summary, and decision maker through an intake form, then score fit against criteria you define and sort the queue accordingly. List the documents required from each prospect and track which are outstanding. Give the prospect a signed-in status view, and notify the assigned consultant when a high-scoring enquiry arrives.

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01 / Spark - intelligence awakens

Build a Consulting Intake Portal Prompt

Build a consulting intake portal that scores enquiries, collects required documents, and shows each prospect their status. Clone the live app fast.

// the spark catches · intelligence awakens · the answer unfolds

Build a Consulting Intake Portal Prompt

Use this prompt in Taskade Genesis.

PROMPT:
Build a consulting client intake portal with scoring, docs, and status.

How To Use

  1. Open the live embed on this page.
  2. Clone into your workspace from Taskade Genesis.
  3. Replace sample data with your real work.
  4. Connect related kits: prompts hub, /create.

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