--- title: "Consulting Engagement Intake AI Agent Template | TheDouble" description: "The Consulting Engagement Intake AI Agent lets small businesses streamline their customer intake process with a conversational flow, using an AI intake." url: https://thedouble.ai/agent-templates/consulting-engagement-intake-ai-agent --- Agent template # Consulting Engagement Intake AI Agent Template The Consulting Engagement Intake AI Agent lets small businesses streamline their customer intake process with a conversational flow, using an AI intake agent to collect required fields and log submissions to Google Sheets. [Use This Template](https://thedouble.ai/auth/signup) [All templates](https://thedouble.ai/agent-templates) ## About this Consulting Engagement Intake AI Agent Template The Consulting Engagement Intake AI Agent template helps small businesses automate their customer intake process by using a structured questionnaire to collect required information, conditional routing to validate answers, and logging submissions to Google Sheets for easy tracking. This template is designed for businesses looking to simplify their intake process and provide a better experience for their customers. By using a smart intake form, businesses can ensure that they collect all the necessary information from their customers in a conversational and engaging way. ### Common Use Cases for this Template Customer Intake Streamline customer intake with a conversational flow Client Registration Automate client registration and reduce manual data entry Lead Qualification Qualify leads and route them to the right team members Sales Onboarding Simplify sales onboarding with a structured intake process ### What's included in the Consulting Engagement Intake Agent Template - Collects customer information through a conversational flow - Validates answers using conditional routing - Logs submissions to Google Sheets for easy tracking - Sends automated email notifications to customers and teams - Customizable to fit specific business needs and workflows ### Frequently asked questions **Who is this template for?** This template is designed for small businesses looking to automate their customer intake process and provide a better experience for their customers. **How does the template handle complex intake processes?** The template uses conditional routing to validate answers and ensure that all required information is collected, making it suitable for complex intake processes. **Where are the submissions stored?** Submissions are logged to Google Sheets for easy tracking and access. **Can I customize this template to fit my business needs?** Yes, this template is a workflow on theDouble.ai, and you can edit almost anything after installing it, including questions, routing, messages, and allowed integrations, to fit your specific use case. **How do I install and use this template?** This is a ready-to-use template. While signed in, click 'Use this template' on the template page or find it in the Templates section of the Workflows tab, install onto your Double, and then open it in Workflows to adjust before going live. Details Type Intake & Form AI Agent Category Business Operations Setup time <5 minutes Price Free How to set up 1. Install the template Click the 'Use this template' button to install the Consulting Engagement Intake AI Agent 2. Customize the questionnaire Modify the questionnaire to fit your specific business needs and collect the required information 3. Configure the workflow Set up the conditional routing and integration with Google Sheets to log submissions Ready to deploy? 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