The conversation, step by step
These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.
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Hey there! 👋 Thanks for your interest in [Product/Service Name]!
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[One-line Value Proposition]
I'd love to learn a bit about you to make sure our demo is tailored to your needs.
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What's your role?
- 👔 Executive (C-level, VP)
- 👨💼 Director / Manager
- 👩💻 Individual Contributor
- 🔍 Evaluating for my team
- 📚 Just researching
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The visitor is saved as a lead, tagged:
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How large is your company?
- 1-10 employees
- 11-50 employees
- 51-200 employees
- 201-1000 employees
- 1000+ employees
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The visitor is saved as a lead, tagged:
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The visitor is saved as a lead, tagged:
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The visitor is saved as a lead, tagged:
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What are you currently using to solve this problem?
- Competitor product
- Built in-house
- Spreadsheets/manual
- Nothing yet
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Which tool/product are you using now?
The visitor types a reply.
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What's making you look for an alternative?
- Too expensive
- Missing features
- Poor support
- Not scalable
- Just exploring
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When are you looking to make a decision?
- ASAP / This month
- This quarter
- Next quarter
- Just evaluating
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The visitor is saved as a lead, tagged:
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The visitor is saved as a lead, tagged:
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The visitor is saved as a lead, tagged:
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The visitor is saved as a lead, tagged:
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Do you have budget allocated for this?
- Yes, approved budget
- Budget pending approval
- Need to establish budget
- Prefer not to say
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The visitor is saved as a lead, tagged:
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Great, thanks for sharing that! Let me get your info to set up a personalized demo.
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What's your name?
The visitor types a reply.
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Thanks [visitor's contact name]! What's your work email?
The visitor types an email address.
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And your company name?
The visitor types a reply.
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Best phone number? (optional but helpful)
The visitor types a reply.
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The visitor is saved as a lead, tagged:
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Perfect! Ready to book your demo?
- 📅 Schedule now
- 📧 Email me options
- 📞 Have sales call me
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Here's our demo calendar - grab any time that works:
[Demo Scheduling Link]
We'll send a confirmation with a personalized agenda!
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I'll have our sales team email you at [visitor's email] with available times and some resources about [Product/Service Name].
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Our sales team will reach out to [visitor's phone] within 24 hours (usually much faster!)
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Thanks [visitor's contact name]! We're excited to show you what [Product/Service Name] can do for [visitor's company]. Talk soon! 🚀
What you get with each lead
Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: decision_maker, smb, midmarket, enterprise, hot, this_month, warm, this_quarter, next_quarter, cold, evaluating, qualified, budget_approved, demo_request. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.
Questions your flow does not cover
A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.