🤖 WPSLab Chatbot Flow (Lead → Demo → Close)
🔹 1. Welcome Message (Entry Point)
Message:
“Hi 👋 Welcome to WPSLab
We help businesses build websites, CRM systems & automation solutions.
To get started, please choose an option 👇
1️⃣ Website Development
2️⃣ CRM (Lead Management System)
3️⃣ App / Custom Software
4️⃣ Talk to Expert”
🔹 2. User Selection Flow
👉 If user selects 1 / 2 / 3:
Message:
“Great 👍 Let me understand your requirement better.”
🔹 3. Qualification Questions (Auto Lead Scoring)
Q1:
“Is this for a new business or existing one?”
- New
- Existing
Q2:
“What exactly are you looking for?”
(Show based on selection)
👉 Example (CRM):
- Lead Management
- Automation / Follow-ups
- Team Tracking
- All of the above
Q3:
“How are you currently managing leads?”
- Excel / Manual
- WhatsApp only
- Using some CRM
- Not sure
Q4:
“What’s your main goal?”
- More leads
- Better conversion
- Automation
- Save time
Q5:
“When are you planning to start?”
- Immediately
- Within 1 month
- Just exploring
👉 Based on answers → assign tags:
- HOT / WARM / COLD
- CRM_INTEREST / WEBSITE_INTEREST
🔹 4. Smart Response (Dynamic Pitch)
👉 If HOT lead:
“Perfect 👍 Based on your requirement, we can definitely help you.
We’ll set up a system where:
✔ All your leads are managed in one place
✔ Automatic follow-ups
✔ No missed opportunities
This is exactly what most growing businesses need.”
👉 If WARM:
“Got it 👍 You’re on the right track.
We can help you streamline your process and improve conversions.”
👉 If COLD:
“No worries 👍 I’ll share some details so you can explore.”
🔹 5. Demo Push (Main Conversion Step)
Message:
“Instead of just explaining, let me show you a quick demo.
It’ll take just 15 minutes and you’ll clearly see how it works 👇
Would you like to book a demo?”
👉 Buttons:
- Yes, book demo
- Need more info
🔹 6. Demo Booking Flow
If Yes:
“Great 👍 Please select a time slot:
🕒 Today Evening
🕒 Tomorrow Morning
🕒 Tomorrow Evening”
Then:
“Please share your name and email to confirm the demo.”
👉 Auto:
- Create lead in WPSCRM
- Assign sales rep
- Send confirmation
🔹 7. Pricing Teaser (Before Demo)
“Based on your requirement, we have 3 plans:
Starter – Basic setup
Growth ⭐ – Complete system (most recommended)
Pro – Full automation & customization
I’ll explain everything in the demo 👍”
🔹 8. Follow-Up Automation (If No Demo Booked)
After 1 hour:
“Just checking 👍
Would you like me to show you how this works?”
After 24 hours:
“Most businesses lose leads due to missed follow-ups.
We can fix that for you.
Want a quick demo?”
After 3 days:
“Hi 👋 Still interested in improving your lead system?
We can get you started anytime.”
🔹 9. Direct Close Flow (For Hot Leads)
If user shows strong intent:
“Perfect 👍 We can get your setup started immediately.
Would you like to proceed with the Growth plan (most recommended)?”
👉 Buttons:
- Yes, proceed
- Talk to expert
🔹 10. Human Handover (Critical)
At any point:
“Connecting you to our expert…”
👉 Assign to sales agent
👉 Share chat history
📊 Backend Logic (WPSCRM Integration)
Auto-create:
- Lead source: WhatsApp Bot
- Tags: Based on answers
- Score: Based on responses
- Stage: Qualified / Demo Scheduled
⚡ What Makes This Flow Work
- Starts simple (no overwhelm)
- Qualifies automatically
- Pushes demo (not selling directly)
- Uses psychology (Growth plan positioning)
- Follows up automatically