Your contact form gets ignored. This template engages visitors in conversation, collects project details and budget upfront, and books discovery calls with the right team member — so your first human touchpoint is already qualified.
Deploy this template freeScope, budget, timeline
Qualifies on
Contact form + email tag
Replaces
Right team member
Books calls with
< 10 min
Setup time
See how the chatbot handles real conversations in each scenario. Every script is customizable — just add your business details.
Qualify inbound leads by collecting project details, budget, and timeline before routing to a partner.
Example conversation
Hey! 👋 Thinking about working together? I'd love to learn about your project.
We need a new website
Exciting! A few questions to find the right fit:
- What industry are you in?
We're a fintech startup
And what's driving the redesign?
We're launching
Got it — startup launch. What's your target launch date?
June
And rough budget range?
$25-50K
Perfect. Fintech startup, new website, June launch, $25-50K budget. I'll have our creative director reach out to schedule a discovery call.
What's the best email to reach you?
Explain your services, process, and what makes your agency different.
Example conversation
What can I help you learn about?
What services do you offer?
We specialize in three areas:
🎨 **Brand & Design** — Identity, packaging, guidelines
🌐 **Web Development** — Custom sites, apps, and platforms
📈 **Growth Marketing** — SEO, paid media, content strategy
Most clients start with a discovery call where we scope the project together. Want to see some recent work?
Show me case studies
Here are our most relevant case studies:
📊 Fintech startup: 3x lead generation in 6 months
🛒 E-commerce brand: $2M revenue increase from site redesign
🏥 Healthcare platform: 10K users in first quarter
Which interests you most?
Book discovery calls with the right team member based on the project type.
Example conversation
Ready to talk? I'll match you with the right person.
I need help with SEO
Our growth team handles SEO. Available times for a 30-minute discovery call:
📅 Tomorrow 11:00 AM
📅 Thursday 2:00 PM
📅 Friday 10:00 AM
Calls are free and no-obligation. We'll review your current performance and share quick wins.
Which time works?
Answer common questions about pricing, timelines, tech stack, and engagement models.
Example conversation
Common questions:
What's your typical project timeline?
It depends on the scope:
⏱️ **Brand identity:** 4-6 weeks
⏱️ **Website (marketing):** 6-10 weeks
⏱️ **Web app (custom):** 12-20 weeks
⏱️ **Ongoing marketing:** Monthly retainer
Every project starts with a 1-2 week discovery phase. We'll share a detailed timeline in our proposal.
Do you work with startups?
Absolutely! About 40% of our clients are startups. We offer flexible engagement models — from one-time projects to fractional CMO retainers. Budget-conscious? We can phase the work to match your runway.
Set up your agencies & consulting chatbot in under 10 minutes. Add your website, customize the tone, and launch.
Start free — no credit card requiredWant the full picture? Read our comprehensive guide on AI chatbots for agencies & consulting — including ROI data, feature deep-dives, and implementation strategies.
It complements it. The chatbot captures visitors who wouldn't fill out a form (studies show 60% of visitors prefer chat). You keep the form for people who prefer it. The chatbot typically captures 2-3x more leads than a form alone.
Yes. If your case studies and portfolio are published on your website, the chatbot can reference them in conversation — linking visitors to relevant work based on their industry or project type. It acts like a smart portfolio navigator.
You control how much pricing information the chatbot shares. Some agencies publish ranges on their website (which the bot can reference), others prefer to discuss pricing only on calls. The chatbot can collect project details and route to your team for custom quoting.
The chatbot learns from YOUR website content. Whether you're a branding agency, web development shop, PR firm, or management consultancy, it adapts to your specific services, case studies, and processes. The template provides the conversation framework; your content provides the expertise.
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Join businesses that have automated support, captured more leads, and cut response times to zero — no code required.
Free forever on Starter. No credit card required.