Professional Services

Free Quote / Audit Request chatbot template

Turn pricing questions into qualified leads with a lightweight quote or audit flow.

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ChatMakeee

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What it asks

6 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 get you a quote — a few quick questions and we'll be right back.
What would you like help with?
A free quoteA free audit / assessmentA pricing question
What does your business do?
How big is your team?
Best email?

Full flow

Every question in the Free Quote / Audit Request flow

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

1

What would you like help with?

Choice
A free quoteA free audit / assessmentA pricing question
2

What does your business do?

Text
3

How big is your team?

Number
4

Best email?

Email
5

Best phone number?

Phone
6

Pick a time for your free audit call.

Booking

6 chatbot templates for Professional Services

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

View all Professional Services templates

FAQ

Free Quote / Audit Request template — questions answered

What does the Free Quote / Audit Request chatbot template do?+

Turn pricing questions into qualified leads with a lightweight quote or audit flow.

Does the Free Quote / Audit Request 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 Free Quote / Audit Request 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 Free Quote / Audit Request 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.

Start my free trial

14 days free · No credit card needed