Quarterly Business Review 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. Your Quarterly Business Review with [Agency Name] is coming up. Let's make sure we cover what matters most to you. This takes about 5 minutes.
2. Thinking about the last quarter: What were your biggest wins (business-wide, not just marketing)? The visitor types a reply.
3. What challenges or obstacles did you face? The visitor types a reply.
4. Looking ahead to next quarter: What are your top 3 business priorities? The visitor types a reply.
5. Any major changes coming up? (e.g., new product launch, seasonal promotion, budget changes, team changes, expansion, rebranding) The visitor types a reply.
6. What topics should we definitely cover in the QBR? The visitor types a reply.
7. Rate your satisfaction with our partnership this quarter:
   • Excellent
   • Good
   • Okay
   • Needs Improvement
8. The visitor is saved as a lead, tagged:
   • qbr_prep_complete
9. Thanks for the input! We'll incorporate this into the QBR presentation. [Account Manager Name] looks forward to reviewing everything 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: qbr_prep_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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