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Templates · Professional Services

Business Consulting Bot Template

Qualify consulting leads with business challenges and goals.

Best for
Business consultants
Estimated setup
10 minutes
You fill in
Consulting Firm Name, Value Proposition (e.g., 'grow revenue and streamline operations'), Office Phone Number, Discovery Call Scheduling Link

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.

  1. Welcome to [Consulting Firm Name]! We help businesses [Value Proposition (e.g., 'grow revenue and streamline operations')].
  2. What brings you here today?
    • Strategy & Planning
    • Operations Improvement
    • Marketing & Growth
    • Technology & Digital
    • HR & Organizational
    • Not sure - need guidance
  3. How large is your company?
    • 1-10 employees
    • 11-50 employees
    • 51-200 employees
    • 200+ employees
  4. What's your biggest challenge right now? The visitor types a reply.
  5. What's your timeline for addressing this?
    • Urgent - within 30 days
    • 1-3 months
    • 3-6 months
    • Just exploring options
  6. The visitor is saved as a lead, tagged:
    • hot
    • consulting_lead
  7. The visitor is saved as a lead, tagged:
    • warm
    • consulting_lead
  8. The visitor is saved as a lead, tagged:
    • cold
    • consulting_lead
  9. What's your approximate budget for consulting services?
    • Under $5,000
    • $5,000 - $15,000
    • $15,000 - $50,000
    • $50,000+
    • Not sure yet
  10. To schedule a discovery call, what is your name? The visitor types a reply.
  11. What is your company name? The visitor types a reply.
  12. Your email address? The visitor types an email address.
  13. And your phone number? The visitor types a phone number.
  14. Thank you, [visitor's client name]! A consultant from [Consulting Firm Name] will reach out within 24 hours to schedule a complimentary 30-minute discovery call. Or schedule directly: [Discovery Call Scheduling Link]

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: hot, consulting_lead, warm, cold. 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.

Start from this template and make it yours.

The free trial lasts 14 days. Pick this template, fill in your details, change any wording, and add the chatbot to your site with one line of code.

Use this template → See all templates

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