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! 👋 Thanks for your interest in "[Resource Name]"!
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📚 Here's what you'll get:
[What they'll learn/get]
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Ready to grab your free copy?
- ✅ Yes, send it!
- Tell me more first
- Not right now
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This resource is brought to you by [Your Business Name]. We put this together based on years of experience and it's packed with actionable insights you can use right away!
And yes, it's 100% free. 🎁
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Ready to get started?
- Yes, let's do it!
- Maybe later
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Awesome! What's your first name?
The visitor types a reply.
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Great [visitor's first name]! Where should I send it? (Your best email)
The visitor types an email address.
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The visitor is saved as a lead, tagged:
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🎉 Here's your copy of "[Resource Name]":
[Download URL]
We'll also email it to [visitor's email] so you have it saved.
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The next step depends on an earlier answer.
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💡 By the way: [Follow-up CTA (optional)]
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Interested?
- Yes, tell me more!
- Just the resource for now
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Great! What's the best number to reach you?
The visitor types a phone number.
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The visitor is saved as a lead, tagged:
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Perfect! Someone from our team will reach out to [visitor's phone] soon. Enjoy the resource in the meantime, [visitor's first name]! 🙌
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Enjoy the resource, [visitor's first name]! If you have any questions, feel free to reach out anytime.
The [Your Business Name] Team 💙
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No worries! If you change your mind, just come back and say 'download' and I'll get you set up. 👋
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: lead, downloaded_resource, hot, wants_followup. 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.