Templates · Professional Services
Fee Estimate Bot Template
Provide fee transparency with service scope and estimated costs.
- Best for
- Professional service firms
- Estimated setup
- 10 minutes
- You fill in
- Firm Name, Service Type (e.g., 'Tax Preparation'), Basic Tier Price Range (e.g., '$200 - $500'), Basic Tier Description, Standard Tier Price Range (e.g., '$500 - $1,500'), Standard Tier Description, Complex Tier Price Range (e.g., '$1,500+'), Complex Tier Description, Office Phone Number, Consultation 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.
-
Great question! Our fees vary based on the complexity of your situation.
[Service Type (e.g., 'Tax Preparation')] typically ranges from:
Basic: [Basic Tier Price Range (e.g., '$200 - $500')]
[Basic Tier Description]
Standard: [Standard Tier Price Range (e.g., '$500 - $1,500')]
[Standard Tier Description]
Complex: [Complex Tier Price Range (e.g., '$1,500+')]
[Complex Tier Description]
We offer a free initial consultation to provide an accurate quote for your specific situation.
-
How would you like to proceed?
- Schedule Free Consultation
- Payment Plans Available?
- Call to Discuss
-
Yes, we offer flexible payment options:
- Credit/debit cards accepted
- Monthly payment plans
- Custom arrangements for larger engagements
Let's discuss what works for your budget during your consultation.
-
Call us at [Office Phone Number] to discuss your specific needs and get a personalized quote.
-
Would you like to schedule a free consultation?
- Yes, schedule me
- Not right now
-
What is your name?
The visitor types a reply.
-
Your phone number?
The visitor types a phone number.
-
And your email?
The visitor types an email address.
-
The visitor is saved as a lead, tagged:
-
Thank you, [visitor's client name]! We'll be in touch to schedule your free consultation and provide an accurate quote.
Schedule directly: [Consultation Scheduling Link]
-
The visitor is saved as a lead, tagged:
-
No problem! Feel free to reach out anytime. You can call us at [Office Phone Number] or visit our website to learn more about [Firm Name].
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: fee_inquiry, consultation_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.