Referral 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. We've really enjoyed working with you. Do you know anyone else who could benefit from our services?
   • Yes, I Might Know Someone!
   • Tell Me About the Referral Program
   • Not Right Now
2. Who do you have in mind? Please share their name and company. The visitor types a reply.
3. What is their email or phone number? The visitor types a reply.
4. Can we mention your name when reaching out?
   • Yes, Absolutely
   • Yes, But Let Me Intro First
   • No, Keep Me Anonymous
5. The visitor is saved as a lead, tagged:
   • referral_given
6. Thanks for the referral! As a thank you, you'll receive [Referral Reward (e.g., $500 credit, 1 month free)] when they sign on. We'll reach out to them within 48 hours (or wait for your intro).
7. Our referral program: You Get: [Referral Reward (e.g., $500 credit, 1 month free)] They Get: [Reward for Referred Client (e.g., 10% off first 3 months)] No limit on referrals - the more the merrier!
8. No worries! If anyone comes to mind in the future, just let us know. We appreciate 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: referral_given. 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

• New Client Intake BotOnboard new agency clients with business info, goals, and access details.
• 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.