Scope Change / Add-On 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. Want to add something to your package? Let's capture the details. What type of work are you looking to add?
   • Additional Ad Spend
   • New Service/Platform
   • One-Time Project
   • Increased Frequency
   • Something Else
2. Tell us more about what you need: The visitor types a reply.
3. When do you need this to start?
   • ASAP
   • Next Month
   • Specific Date
   • Just Exploring Options
4. What date do you have in mind? The visitor types a reply.
5. What's your budget range for this addition?
   • Under $500/mo
   • $500 - $1,000/mo
   • $1,000 - $2,500/mo
   • $2,500+/mo
   • Not Sure - Need Quote
6. The visitor is saved as a lead, tagged:
   • scope_change_request
7. Got it! Your request has been submitted. [Account Manager Name] will follow up within 48 hours with a proposal and pricing. Need to discuss sooner? Email [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: scope_change_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.

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