Marketing Agency Chatbot Builder
Qualify inbound leads, present your services, and book discovery calls without adding to your team's workload.
Built For Marketing Agency Professionals
Alma suits the way you work, whether you run the business alone or with a growing team.
Digital Marketing Agencies
Qualify inbound leads by budget, services needed, and timeline, then book discovery calls from your Alma booking calendar.
Social Media Agencies
Turn your own website into a steady source of leads with service overviews, case study highlights, and booking flows.
SEO & Content Agencies
Pre-screen prospects by website traffic, goals, and budget to separate casual inquiries from serious clients.
Freelancers & Consultants
Automate your lead intake so you spend time on client work instead of qualifying prospects by email.
Challenges for Marketing Agency Businesses
These are common problems for businesses in this field, and Alma is designed to help with each one.
Intake Takes Time From Client Work
Every hour spent qualifying leads is an hour taken from billable client work, and most inquiries do not meet your minimum.
Budget Mismatches
You book a discovery call, spend 30 minutes on it, and learn that the budget is $500/month. Asking about budget beforehand can feel awkward.
Slow Follow-Up
Inbound leads from your website or social media wait days for a response while your team is busy with client work.
No Lead Nurturing
Prospects who are not ready to buy today are often forgotten, because nobody records when and why they said not yet.
How Alma Helps Marketing Agency Businesses
Chatbot features designed for your industry.
Budget & Scope Screening
Ask about budget range, services needed, timeline, and business size, and screen out poor fits before the discovery call.
Service Showcase
Present your service offerings, case studies, and results interactively through the chatbot instead of a static services page.
Discovery Call Booking
Qualified leads book discovery calls in your Alma booking calendar, which syncs with Google Calendar and Outlook Calendar and emails a confirmation.
Chatbots for Your Clients
On the Agency plan, build and manage chatbots for your own clients as an add-on service, which creates a new source of revenue.
What You Can Automate
Any conversation you have over and over can be handled by a chatbot. Here is what marketing agency businesses usually automate first.
Inbound Lead Qualification
Screen website visitors by services needed, budget range, company size, and timeline, and send an email alert to your sales team for qualified leads.
Service Package Showcase
Walk prospects through your service tiers, deliverables, and pricing in an interactive conversation format.
Case Study Delivery
Share relevant case studies based on the prospect's industry and goals, demonstrating results before the first call.
Client Onboarding
After signing a new client, collect brand guidelines, access credentials, and goals through a structured onboarding chatbot flow.
Client Satisfaction Check-Ins
Give clients a check-in flow to rate their satisfaction and share feedback, and find opportunities to offer more services.
Chatbot Setup for Clients
Offer chatbot setup as a service to your clients, and manage their Alma chatbots from your Agency account as an add-on that brings in recurring revenue.
Ready-to-Use Marketing Agency Templates
Start with a pre-built template and customize it for your business. Most are live in under 30 minutes.
Real Estate Lead Capture
10 minutesQualify buyers/sellers with timeline, budget, and pre-approval status.
Insurance Quote Qualifier
10 minutesPre-qualify insurance leads by coverage type and timeline.
Home Services Quote Request
10 minutesQualify leads for HVAC, plumbing, roofing, cleaning, etc.
Auto Dealer Lead Capture
10 minutesQualify car shoppers with new/used preference and trade-in status.
Mortgage Pre-Qualification
10 minutesScreen mortgage leads with income, credit, and property questions.
Legal Intake / Case Screening
10 minutesScreen potential legal clients with case type and timeline.
B2B Demo / Sales Qualification
10 minutesQualify B2B leads with company size, budget, and decision timeline.
Real Estate Welcome & Navigator
5 minutesGreet visitors and qualify buyer, seller, or renter intent.
Buyer Lead Qualification Bot
10 minutesQualify buyer leads with area, budget, timeline, and pre-approval status.
Go Live in 3 Steps
You do not need to write code or hire a developer.
Choose a Template
Choose one of our marketing agency templates. Each one is designed around the conversations that are common in your industry.
Customize
Add your business details, adjust the questions, and connect your calendar or CRM (customer contact database) in our visual drag-and-drop builder.
Go Live
Paste one line of embed code on your website, and the chat widget (the chat window visitors see) is live. It starts capturing leads right away.
Connect Your Existing Tools
Alma books appointments into its own calendar, which syncs with Google Calendar and Outlook Calendar, and emails you each new lead. On the Growth plan and up, Zapier can send each lead to other software you use, and Alma sends each lead to CoreCNX, the suite's CRM, once our team links your account. The Agency plan adds webhooks.
Alma connects directly only to the services above. Before you count on Zapier, check that your app is on Zapier.
Frequently Asked Questions
Removing Alma branding is not a setting on any plan. You can set each chatbot's name, welcome message, colors and position to match your client. Contact us about removing Alma branding.
The chatbot asks about budget as a normal part of the conversation, for example, "To recommend the right package, what's your monthly marketing budget range?" Prospects choose from ranges instead of exact numbers.
Yes. Based on the prospect's industry and goals, the chatbot shares relevant case studies with measured results, so they see proof of your work before the discovery call.
Alma does not connect directly to Asana, Monday.com, ClickUp, or other project management tools. On the Growth plan and up, Zapier can send each new lead to other apps, so check that your project management tool is on Zapier.
Yes. The client onboarding template collects brand guidelines, access credentials, target audience details, and goals through a structured flow, instead of the usual chain of onboarding emails.
The Agency plan includes 20 chatbots, so you can create one for your agency and separate chatbots for your clients, all from one dashboard.
Explore Other Industry Solutions
You can use Alma to build chatbots for businesses like yours and for many other kinds of businesses.
Start qualifying agency leads today
The 14-day free trial does not require a credit card, and setup takes only minutes.