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 with the right team member.

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 there is no process for staying in touch until they are ready.

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 directly with your team, with calendar integration and automatic confirmations.

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. Only route qualified leads to your sales team.

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

Automatically check in with clients monthly to gauge satisfaction, collect 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 minutes

Qualify buyers/sellers with timeline, budget, and pre-approval status.

Realtors, real estate teams Use Template →

Insurance Quote Qualifier

10 minutes

Pre-qualify insurance leads by coverage type and timeline.

Insurance agents, agencies Use Template →

Home Services Quote Request

10 minutes

Qualify leads for HVAC, plumbing, roofing, cleaning, etc.

Contractors, home service businesses Use Template →

Auto Dealer Lead Capture

10 minutes

Qualify car shoppers with new/used preference and trade-in status.

Car dealerships Use Template →

Mortgage Pre-Qualification

10 minutes

Screen mortgage leads with income, credit, and property questions.

Mortgage brokers, loan officers Use Template →

Legal Intake / Case Screening

10 minutes

Screen potential legal clients with case type and timeline.

Law firms, legal practices Use Template →

B2B Demo / Sales Qualification

10 minutes

Qualify B2B leads with company size, budget, and decision timeline.

SaaS companies, B2B services Use Template →

Real Estate Welcome & Navigator

5 minutes

Greet visitors and qualify buyer, seller, or renter intent.

Real estate agents, brokerages Use Template →

Buyer Lead Qualification Bot

10 minutes

Qualify buyer leads with area, budget, timeline, and pre-approval status.

Real estate agents Use Template →

Go Live in 3 Steps

You do not need to write code or hire a developer.

1

Choose a Template

Choose one of our marketing agency templates. Each one is designed around the conversations that are common in your industry.

2

Customize

Add your business details, adjust the questions, and connect your calendar or CRM (customer contact database) in our visual drag-and-drop builder.

3

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 connects with the tools marketing agency businesses already use, and you do not need a developer to set it up.

Google Calendar
Calendly
HubSpot
Zapier
Gmail
Slack

Hundreds more apps can be connected through Zapier webhooks.

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.

Through Zapier, you can connect Alma to project management tools like Asana, Monday.com, and ClickUp, automatically creating projects when new clients are signed.

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.