New Client Intake 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 to [Agency Name]! We're excited to work with you. Before we kick things off, I need to collect some information to set up your account. This takes about 10-15 minutes. Ready?
2. Let's get started!
   • Let's Do It!
   • Save for Later
3. First, what is your legal business name? The visitor types a reply.
4. What is your website URL? The visitor types a reply.
5. What type of business entity are you?
   • Sole Proprietorship
   • LLC
   • S-Corp
   • C-Corp
   • Partnership
   • Nonprofit
6. Who is our main point of contact? Please provide their full name. The visitor types a reply.
7. What is the best email for our main contact? The visitor types an email address.
8. What are your top 3 business goals for working with us? The visitor types a reply.
9. The visitor is saved as a lead, tagged:
   • new_client
   • intake_complete
10. You're all set! Here's what happens next: 1. We'll review your information 2. You'll receive our Account Access Request 3. We'll schedule your kickoff call Questions? Email [Account Manager Name] at [Agency Email].

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: new_client, intake_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.

More agency operations templates

• Account Access Request BotCollect login credentials and platform access from new clients.
• Document & Asset Collection BotCollect brand assets, logos, photos, and documents from clients.
• Contract & Agreement Signing BotGuide clients through contract review and e-signature process.
• Kickoff Call Scheduler BotSchedule project kickoff calls with agenda and participant collection.
• Monthly Check-In Prep BotCollect client feedback and priorities before monthly check-in meetings.
• Scope Change / Add-On Request BotHandle scope change and add-on requests with details and approval.