SaaS & B2B

B2B Sales Qualification chatbot template

Qualify serious buyers with problem, budget, and timeline — then book a discovery call.

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What it asks

8 questions across the full flow

The flow opens with a welcome message, then guides every visitor through the questions below — one at a time. Options with a follow-up route visitors deeper with + flow, so people only see what applies to them.

Books directly from your calendar

Visitors pick a slot from your real availability inside the chat. No double-bookings.

Every answer becomes a lead

Finished conversations are saved in your CRM with full history attached, exportable to CSV.

Edit every question and option

Open it in the builder and change anything — no if/else logic, no canvas, no code.

Chat preview — visitor side

Exactly what a visitor sees

Hi! Let's find out if we're a good fit — a few quick questions and we'll take it from there.
What are you interested in?
A demoA quotePricingPartnership+1
What problem are you trying to solve?
How big is your team?
What's your budget?
Under $100/mo$100 – $500/mo$500 – $2k/mo$2k+/mo+1

Full flow

Every question in the B2B Sales Qualification flow

This is the real template you get — open it in the builder, edit anything, and it becomes your own.

1

What are you interested in?

Choice
A demoA quotePricingPartnershipOther
2

What problem are you trying to solve?

Text
3

How big is your team?

Number
4

What's your budget?

Choice
Under $100/mo$100 – $500/mo$500 – $2k/mo$2k+/moNot sure
5

Decision timeline?

Choice
ImmediatelyThis monthThis quarterJust exploring
6

Best email?

Email
7

Best phone number?

Phone
8

Pick a time for your discovery call.

Booking

8 chatbot templates for SaaS & B2B

3 ready-made flows you can open, edit, and publish.

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FAQ

B2B Sales Qualification template — questions answered

What does the B2B Sales Qualification chatbot template do?+

Qualify serious buyers with problem, budget, and timeline — then book a discovery call.

Does the B2B Sales Qualification chatbot capture leads?+

Yes. Every answer a visitor gives is saved as a lead in your CRM with the full conversation history attached, and you can export everything as a CSV whenever you want.

Can visitors book a time without talking to anyone?+

Yes — the flow ends with a Meeting step that opens your real availability right inside the chat. Your working hours, time zone, and blocked dates are set once, so double-bookings are impossible.

Can I edit the questions in the B2B Sales Qualification template?+

Yes. Open the template in the builder, edit any question or option, and add follow-up questions with + flow. There is no if/else logic to write anywhere — just questions, answers, and nested routing.

How do I publish the B2B Sales Qualification chatbot?+

Copy the widget code and paste it on your website, or publish a shareable link you can put in your Instagram bio, on WhatsApp, in email signatures, or in ads. Visitors chat and you get leads and bookings.

Don't let another visitor walk away without booking.

Go live tonight — copy one line of code, no credit card, no developer. Your flow starts capturing leads and booking appointments while you sleep.

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14 days free · No credit card needed