Quote Request 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. I'd be happy to get you a quote! Let me gather some details. What type of service do you need?
   • [Service Type 1]
   • [Service Type 2]
   • [Service Type 3]
   • [Service Type 4]
   • Not sure - need consultation
2. Can you describe the issue or project in a few words? The visitor types a reply.
3. How urgent is this?
   • Emergency - need help NOW
   • Within 24-48 hours
   • This week
   • Just getting quotes - no rush
4. What's your property type?
   • Single Family Home
   • Condo/Townhouse
   • Apartment
   • Commercial Property
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:
   • quote_request
   • home_service_lead
9. Thanks, [visitor's name]! We've received your quote request. What's Next: - A team member will review your request - You'll receive a quote within [Quote Response Timeframe] - No obligation - just honest pricing We appreciate you 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: quote_request, home_service_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.

More home services templates

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