Roofing 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 [Roofing Company Name]!
2. How can we help with your roof?
   • Roof Repair
   • Full Roof Replacement
   • Storm Damage/Insurance
   • Gutter Service
   • Free Inspection
3. We specialize in storm damage repairs and work directly with insurance companies. When did the damage occur?
   • Recent storm (within 30 days)
   • 1-6 months ago
   • Over 6 months ago
   • Not sure - need inspection
4. Have you filed an insurance claim yet?
   • Yes, claim filed
   • No, not yet
   • Insurance denied - need help
5. We can help! Our process: 1. Free inspection to document damage 2. Help you file/manage your claim 3. Quality repairs once approved 4. We work with your insurance
6. Let's get you scheduled! What's your name? The visitor types a reply.
7. Your phone number? The visitor types a phone number.
8. Your property address? The visitor types a reply.
9. The visitor is saved as a lead, tagged:
   • roofing_lead
   • inspection_request
10. Thanks, [visitor's name]! We'll contact you to schedule your free inspection. Call us anytime: [Phone Number] We look forward to helping you with [Roofing 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: roofing_lead, inspection_request. 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.

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