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
- Bot sendsHi {{name}}! 🌟 Let's find the perfect option for you — just two quick questions.
- Bot asks & saves the answer as
{{interest}}What are you looking for? - Bot asks & saves the answer as
{{budget}}And what's your budget range? - Tags the contact qualified-lead for future campaigns
- Bot sendsPerfect, thanks {{name}}! Our team will send options for “{{interest}}” within {{budget}} shortly. 🌟
- 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.