Life / Business Coach 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. Welcome! I'm here to help you take the next step in your journey.
2. What brings you here today?
   • Career/Business Growth
   • Life Transitions
   • Leadership Development
   • Work-Life Balance
   • Just Exploring
3. What's your biggest challenge right now? The visitor types a reply.
4. What would success look like for you in 6 months? The visitor types a reply.
5. Have you worked with a coach before?
   • Yes
   • No, this would be my first time
6. [Coach Name] offers a complimentary discovery call to see if coaching is right for you. Let me get your details to schedule one!
7. What's your name? The visitor types a reply.
8. Your email address? The visitor types an email address.
9. The visitor is saved as a lead, tagged:
   • coaching_lead
   • discovery_call
10. You're all set, [visitor's name]! [Coach Name] will reach out within 24 hours to schedule your complimentary 30-minute discovery call. Book directly: [Discovery Call Booking Link] Read success stories: [Success Stories 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: coaching_lead, discovery_call. 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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