General · Lead Generation

Lead qualifier flow template

Two quick questions, tag the lead, then hand off with full context.

6 stepsfully editable

How the conversation runs

  1. Bot sends
    Hi {{name}}! 🌟 Let's find the perfect option for you — just two quick questions.
  2. Bot asks & saves the answer as {{interest}}
    What are you looking for?
  3. Bot asks & saves the answer as {{budget}}
    And what's your budget range?
  4. Tags the contact qualified-lead for future campaigns
  5. Bot sends
    Perfect, thanks {{name}}! Our team will send options for “{{interest}}” within {{budget}} shortly. 🌟
  6. Hands the chat to your team

Answers marked {{like_this}} are saved on the contact and reusable in campaigns. Unrecognised replies re-prompt the menu instead of dead-ending.

More General flows

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