Certification / Test Prep Bot Template

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. Which certification are you preparing for?
   • [Certification 1]
   • [Certification 2]
   • [Certification 3]
   • Not sure which I need
2. When is your exam date?
   • Within 2 weeks
   • Within 1 month
   • Within 3 months
   • Haven't scheduled yet
3. How prepared do you feel?
   • Just starting
   • Studied some, need more
   • Almost ready, need review
   • Ready - just want practice tests
4. Based on your timeline, we have the perfect prep package for you! Compare packages: [Packages Comparison Link] Try a free sample: [Free Sample/Trial Link]
5. What would you like to do?
   • Enroll Now
   • Try Free Sample
   • Compare Packages
6. What's your name? The visitor types a reply.
7. Your email address? The visitor types an email address.
8. The visitor is saved as a lead, tagged:
   • certification_prep
   • test_prep_lead
9. Thanks, [visitor's name]! We'll send you detailed info about our prep packages. You've got this - [Business Name] is here to help you pass!

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: certification_prep, test_prep_lead. 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.

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