How to Set Up CloseBot for Automated Lead Qualification

Overview

CloseBot is designed to automate lead qualification by engaging prospects in conversational interactions, gathering essential information, and assessing their suitability for your services. By configuring objectives and utilizing CloseBot's features, you can streamline your lead qualification process.

Step 1: Define Lead Qualification Objectives

1. Access the Bot Settings:Log into your CloseBot account.Navigate to the Bot Settings page.
2. Log into your CloseBot account.
3. Navigate to the Bot Settings page.
4. Set Up Objectives:Scroll to the Objectives section.Click on Add Objective to create a new goal for your bot.Define the objective's title and description to reflect the information you aim to gather (e.g., "Assess Budget", "Determine Service Interest").
5. Scroll to the Objectives section.
6. Click on Add Objective to create a new goal for your bot.
7. Define the objective's title and description to reflect the information you aim to gather (e.g., "Assess Budget", "Determine Service Interest").
8. Configure Objective Details:Type: Choose between "Give Info" or "Get Info" based on whether the bot provides information or asks a question.Sensitivity: Adjust how strictly the bot interprets user responses.Max Attempt Limit: Set the number of times the bot will attempt to achieve the objective before moving on.Auto Update Fields: Select the corresponding CRM field to automatically update with the user's response.
9. Type: Choose between "Give Info" or "Get Info" based on whether the bot provides information or asks a question.
10. Sensitivity: Adjust how strictly the bot interprets user responses.
11. Max Attempt Limit: Set the number of times the bot will attempt to achieve the objective before moving on.
12. Auto Update Fields: Select the corresponding CRM field to automatically update with the user's response.

For a detailed overview of setting up objectives, refer to the Objectives Quick Overview.

Step 2: Implement Conditional Logic for Lead Qualification

1. Create Custom Fields in CRM:In your CRM (e.g., GoHighLevel), create custom fields that will store responses critical for lead qualification (e.g., "Budget Range", "Service Type").
2. In your CRM (e.g., GoHighLevel), create custom fields that will store responses critical for lead qualification (e.g., "Budget Range", "Service Type").
3. Link Objectives to Custom Fields:In CloseBot, link each objective to the corresponding CRM custom field using the Auto Update dropdown.
4. In CloseBot, link each objective to the corresponding CRM custom field using the Auto Update dropdown.
5. Set Up Automation for Disqualification:In your CRM, create a workflow triggered by changes to the custom fields.Define conditions that identify disqualifying responses (e.g., budget below a certain threshold).Configure actions such as tagging the contact as "Disqualified" and stopping further bot interactions.
6. In your CRM, create a workflow triggered by changes to the custom fields.
7. Define conditions that identify disqualifying responses (e.g., budget below a certain threshold).
8. Configure actions such as tagging the contact as "Disqualified" and stopping further bot interactions.

For guidance on disqualifying leads, see the Disqualify Leads article.

Step 3: Test and Optimize the Lead Qualification Process

1. Simulate Conversations:Use CloseBot's testing tools to run through the conversation flow, ensuring that objectives are met, and responses are accurately captured.
2. Use CloseBot's testing tools to run through the conversation flow, ensuring that objectives are met, and responses are accurately captured.
3. Monitor and Refine:After deploying the bot, monitor interactions to identify any drop-offs or areas of confusion.Adjust objectives, sensitivity settings, and conversation prompts as needed to improve the qualification process.
4. After deploying the bot, monitor interactions to identify any drop-offs or areas of confusion.
5. Adjust objectives, sensitivity settings, and conversation prompts as needed to improve the qualification process.

For more information on starting the bot with new form submissions, refer to Start Bot With New Form Submission.

Common Mistakes to Avoid

• Overloading Users with Questions:Keep the conversation concise to maintain user engagement.
• Keep the conversation concise to maintain user engagement.
• Neglecting to Update CRM Fields:Ensure that all relevant information is captured and stored in your CRM for future reference.
• Ensure that all relevant information is captured and stored in your CRM for future reference.
• Failing to Test the Bot Thoroughly:Regularly test the bot to ensure it functions as intended and provides a seamless user experience.
• Regularly test the bot to ensure it functions as intended and provides a seamless user experience.

Need Help?

For further assistance with setting up CloseBot for automated lead qualification, please refer to the CloseBot Help Library or contact our support team for expert guidance.