Maintenance Plan Upsell 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. Want to avoid unexpected repairs and save money? Our [Maintenance Plan Name] Maintenance Plan includes: [Plan Benefits (comma-separated)] Priority scheduling [Repair Discount (%)]% off repairs Just $[Monthly Price ($)]/month or $[Annual Price ($)]/year
2. Interested?
   • Sign Me Up!
   • Learn More
   • Not Interested
3. The [Maintenance Plan Name] includes: Spring and Fall maintenance visits Year-round benefits: - No overtime charges - Priority scheduling - [Repair Discount (%)]% discount on all repairs - Transferable if you sell your home
4. Ready to get started?
   • Get the Plan
   • Talk to Someone First
5. What's your name? The visitor types a reply.
6. Your phone number? The visitor types a phone number.
7. Your email address? The visitor types an email address.
8. The visitor is saved as a lead, tagged:
   • maintenance_plan_interest
   • upsell_lead
9. Thanks, [visitor's name]! A team member will reach out to get you set up on the [Maintenance Plan Name] plan. Questions? Call [Phone Number]
10. No worries! If you change your mind, you can always sign up later. Thanks for choosing [Company 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: maintenance_plan_interest, upsell_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.

For more on using a chatbot in this kind of business, see our page on chatbots for home services.

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