Professional Services

Project / RFP Inquiry chatbot template

Scope incoming projects with budget and timing so proposals are targeted and complete.

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ChatMakeee

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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.

Add booking with one step

Add a Meeting step from the quick-add bar — availability is connected once.

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! Tell us about your project and we'll put together a proposal.
What type of project is this?
Describe the project or scope
Estimated budget
Under $5k$5k – $15k$15k – $50k$50k++1
Expected start
ImmediatelyThis monthThis quarterFuture

Full flow

Every question in the Project / RFP Inquiry flow

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

1

What type of project is this?

Text
2

Describe the project or scope

Text
3

Estimated budget

Choice
Under $5k$5k – $15k$15k – $50k$50k+Not sure
4

Expected start

Choice
ImmediatelyThis monthThis quarterFuture
5

Company name

Text
6

Your name

Text
7

Your email

Email
8

Best phone number

Phone

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

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FAQ

Project / RFP Inquiry template — questions answered

What does the Project / RFP Inquiry chatbot template do?+

Scope incoming projects with budget and timing so proposals are targeted and complete.

Does the Project / RFP Inquiry 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 I add appointment booking to the Project / RFP Inquiry template?+

Yes. Add a Meeting step from the quick-add bar in the builder, set your availability once, and visitors pick a slot from your real calendar right inside the chat.

Can I edit the questions in the Project / RFP Inquiry 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 Project / RFP Inquiry 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