Monthly Check-In Prep 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. Hi! Your monthly review call with [Agency Name] is coming up. To make it productive, I have a few quick questions. This takes about 3 minutes.
2. Overall, how are you feeling about our work this month?
   • Great - Really Happy
   • Good - On Track
   • Okay - Some Concerns
   • Not Great - Need to Discuss
3. What's working well that we should keep doing? The visitor types a reply.
4. What could be improved or done differently? The visitor types a reply.
5. Any new priorities, promotions, or changes coming up we should know about? The visitor types a reply.
6. Any specific topics you want to cover on the call? The visitor types a reply.
7. The visitor is saved as a lead, tagged:
   • checkin_complete
8. Thanks! We've noted your feedback and will incorporate it into the call agenda. [Account Manager Name] looks forward to speaking with you!

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: checkin_complete. 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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