Every Business

Sales Qualification chatbot template

Qualify leads by understanding interest, budget, timeline, and contact details.

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ChatMakeee

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What it asks

12 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! Let's find the right solution for you. I'll ask a few quick questions.
What interests you?
ProductServicePartnership
Budget range
<$1k$1k-$5k$5k-$20k$20k+
Decision timeline
ImmediatelyThis monthThis quarterJust exploring
Your name

Full flow

Every question in the Sales Qualification flow

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

1

What interests you?

Choice
ProductServicePartnership

Product

Which product?

Choice
ProBusinessEnterprise

Key features you're looking for

Text

Service

Service type

Choice
ConsultingImplementationTraining

Timeline

Choice
ASAPThis monthThis quarter

Partnership

Company size

Choice
1-1011-5051-200200+

Partnership interest

Text
2

Budget range

Choice
<$1k$1k-$5k$5k-$20k$20k+
3

Decision timeline

Choice
ImmediatelyThis monthThis quarterJust exploring
4

Your name

Text
5

Your email

Email
6

Company name

Text
7

Phone number

Phone

12 chatbot templates for Every Business

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

View all Every Business templates

FAQ

Sales Qualification template — questions answered

What does the Sales Qualification chatbot template do?+

Qualify leads by understanding interest, budget, timeline, and contact details.

Does the 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 I add appointment booking to the Sales Qualification 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 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 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.

Start my free trial

14 days free · No credit card needed