Testimonial & Case Study 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 loved working with you and are proud of the results we've achieved together. Would you be willing to share your experience?
   • Sure, Happy to Help!
   • Maybe Later
   • No Thanks
2. Awesome! What would you be comfortable with?
   • Written Testimonial
   • Case Study
   • Google Review
   • Be a Reference
3. Here are a few prompts to help: - What problem were you facing before working with us? - What results have you seen? - What do you value most about working with us? Your testimonial (2-4 sentences): The visitor types a reply.
4. How would you like to be credited? (Name, Title, Company) The visitor types a reply.
5. We'd love to feature your success story! What results can we highlight? (e.g., revenue growth, lead generation, traffic, cost savings, brand awareness) The visitor types a reply.
6. Any specific metrics you're comfortable sharing? (Percentages are fine if you prefer not to share exact numbers.) The visitor types a reply.
7. The visitor is saved as a lead, tagged:
   • testimonial_provided
8. Thank you so much! Your feedback means the world to us. If you'd also like to leave a Google review, here's the link: [Google Review Link] We truly appreciate your support!

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: testimonial_provided. 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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