Home Services Quote Request Chatbot 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. Hi! 👋 Thanks for reaching out to [Company Name]! I can help you get a quote.
2. What do you need?
   • 🔧 Repair
   • 🆕 New Installation
   • 🔍 Maintenance
   • 🚨 Emergency
3. 🚨 For emergencies, call us now at [Business Phone]! Or give me your number and we'll call you ASAP.
4. Your phone number? The visitor types a phone number.
5. And your name? The visitor types a reply.
6. The visitor is saved as a lead, tagged:
   • emergency
   • hot
   • call_asap
7. Got it, [visitor's customer name]! Someone will call [Business Phone] within 15 minutes!
8. When do you need this done?
   • ASAP
   • Within 2 weeks
   • Flexible
9. The visitor is saved as a lead, tagged:
   • hot
10. The visitor is saved as a lead, tagged:
    • warm
11. The visitor is saved as a lead, tagged:
    • cold
12. Briefly describe what you need: The visitor types a reply.
13. What's your zip code? (We serve [Service Area]) The visitor types a reply.
14. Your name? The visitor types a reply.
15. Thanks [visitor's customer name]! Best phone number? The visitor types a phone number.
16. And email for the quote? The visitor types an email address.
17. The visitor is saved as a lead, tagged:
    • quote_request
    • lead
18. Got it! 🔧 [visitor's service needed] 📋 [visitor's project description] 📍 [visitor's zip code] We'll get back to you within 24 hours!
19. How should we reach you?
    • 📞 Call
    • 📧 Email
    • 💬 Text
20. We'll call [Business Phone]. Thanks for choosing [Company Name]! 🙌
21. Quote coming to [visitor's email]. Thanks! 🙌
22. We'll text [Business Phone]. Thanks! 🙌

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: emergency, hot, call_asap, warm, cold, quote_request, 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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