Premium Template - Lead Qualification & Meeting Booking - CodelessBot

Lead Qualification & Meeting Booking Template

Ask Questions to Qualify Users and Allow Them to Book Meetings with You!

Have new leads to answer a few questions. If they are a good fit, allow them to book a meeting directly in Messenger. Meeting reminders will also be sent out automatically!

Template Features

Installation Time: Approximately 25-35 minutes

7 Questions

Ask up to 7 multiple choice questions to learn more about your user

Customize "Passing" Score

Set the passing score to determine whether the person qualifies as a lead…or not!

Customize Results

Customize both qualified and unqualified message

Customize Reminder Message

Customize the reminder message that’s sent before the meeting

Reminder Schedule

Choose when you want to send out the reminder and follow-up message.

Reminder Subscription

Allow users to opt-in or opt-out of receiving reminder messages

Also Included…

Checklist & How-To Videos

All you need to do is enter in your questions, answer and connect your Calendly account by copying and pasting some code.

Test Different Scenario

Easily enter in different dates and time to test and make sure your bot flow works in advanced.

Error Handling

If something goes wrong…your bot will send you a notification so that you can review your flow and make corrections.

This template is available for Messenger Bots built with…

Want to know when the template will be available? Please send us a message for details.

How To Download the Template

1. Purchase the Template

Or sign up for the Annual Pro Plan and you’ll receive an All-Access Pass to CodelessBot Lab – giving you access to ALL Premium templates (including this template)!

2. Download the Template

Follow the onscreen prompt and enter your CodelessBot Access Keys. The template won’t work unless you’re a member with an active CodelessBot subscription plan.

3. Setup Plugin & Customize Flow

The flow, logic and conditions are already setup for you! All you need to do is enter your Access Keys, follow the instructions to active the add your qualifying questions and the results message.

Sign up for the Pro Annual Plan and get access to all Templates in the Codelessbot Lab!

You’ll also receive additional bonuses worth over $700

Frequently Asked Questions

How do I download this template?

To download this template, you have 2 options:

  1. Purchase the Template by clicking on the blue button below or
  2. Join the Pro Annual Plan to claim your All-Access Pass to the CodelessBot Lab (which includes access to ALL templates)

Note:
In order for this template to work, you'll need to be a CodelessBot member with an active Subscription Plan. If you're not member, we do offer a special 6-month bonus with the purchase this template. Instead of paying $108 for a 6 month Starter Plan, you'll only pay $2!

What do I need to install this template?

At a minimum, you'll need:

  • A Chatfuel or ManyChat Pro Account
  • A subscription to CodelessBot since our Templates rely on CodelessBot Plugins

For a full listing of requirements, click on the "Pre-Order" or "Purchase" button.

How long does it take to install a CodelessBot Premium Template?

It depends on your knowledge of ManyChat/Chatfuel. But it should only take approximately 10-15 minutes for simple templates and 20-30 minutes for more complex templates.

The goal of our templates is to help you quickly setup a bot feature without worrying about setting up different flows, and complex logic using conditions. All the time-consuming and difficult tasks is already done for you.

Your main job is to download the template, follow our step-by-step instructions to "fill-in-the-blanks" and customize the template your own information.

Is it hard to setup? Do I need to code anything?

 

Nope! No coding is involved. This template was designed for non-techies bot builders.

There's no coding. No frustration. Just purchase the template (or join the Pro Annual Plan), download the template and follow the instructions to customize the template with your own information.

 

Do you have instructions on how to install the Template?

 

Yes! Of course. Included in all templates are step-by-step instructions and checklists. If you have any questions about our instructions on how to setup the template, you can reach out to us for clarification.

 

What if I need some help customizing the template?

All templates comes with step-by-step instructions. If you need clarification on our instructions, feel free to reach out to us and we'll happily point you in the right direction.

If you need help customizing the template (or you changed the flow and broke something), you'll need to book a coaching session with us. We'll work together to customize the template or troubleshoot what went wrong.