Sample Chatbot Sales Funnel

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In “Close Sales with Facebook Messenger Bots” you discovered that Chatbots are a new and exciting way to interact with your customers. In a perfect world, what do you want those who contact you to do? Will they book a discovery call, purchase a program, join your mailing list, or something else? With your end goal in mind, it will be easier to map out your sales funnel.  

Remember, you can have multiple end goals or you can start with one goal and change it along the way. When or if you make a change, you will likely have to rewrite some of your automated messages but don’t let this end goal question stop you from using a messenger bot. 

Let’s start with some basic funnels and explore the options for your coaching practice.

Funnel Idea #1: Answer basic customer service questions. If someone contacts you asking about your pricing, you can answer the question right in the bot’s message. (You want this experience to be as easy as possible and prospects may not like clicking back to your website in this instance). You can include your one-on-one pricing as well as your group coaching programs (if you have these available) in the bot’s answer. 

End Goals: One result can be a new coaching client who pays for one-on-one or group coaching. A second result can be booking a discovery call for those who are unsure about which program is best. For those confident new clients who purchase through the chatbot, include a discovery call to be sure you’ll work well together and to map out what goals they want to achieve through this coaching. A third result, especially if your calendar is full at this time, would be directing the prospect to sign up for your email list to get notified when openings become available.

Funnel Idea #2: Provide immediate value with personalized content. A fun idea is to provide quizzes to your prospects. The subjects and titles can be easily customized based on your specialty and your brand or you can do something as simple as, “Do I Really Need a Coach?” Your bot can ask questions in a very easy-to-understand survey and then based on those answers, the bot can provide the prospect with a personal result. 

Health coaches can customize their bots to offer customized BMI results, tips for how to balance one’s diet, as well as specialized recipes based on the user’s end goal. This is valuable information but also gives a glimpse into the health coach’s style.

End Goals: Direct new prospects to your one-on-one coaching or your group coaching programs. Which direction they choose will be based on the answers they give the bot. If they’re brand new or balk at the one-on-one pricing, direct them to a group coaching option. If they still say group coaching doesn’t fit their budget, direct them to your eBook. If some prospects have multiple years’ experience with coaching, direct them to your one-on-one coaching, mastermind group, or exclusive VIP event status. Obviously you don’t ever want to lose a connection with prospects by saying, “Nope, you don’t need my help,” but there are other ways to direct them to your business. 

Funnel Idea #3:  Sell products. Some people need help choosing the best resource to solve their problem and if you have multiple books, reports, or products, they may have questions about each one. In this scenario, you can program the chatbot to answer questions about each of your products as well as take orders. 

End Goals: With this kind of programming, the ultimate end result is a sale. Once the order is placed, the download link can be delivered through the bot or, in the case of a physical product, your customer can track the package’s delivery. For those who are still unsure, you can direct them to pages on your website that has pertinent information to their problem or direct them to sign up for your email list. You can also program the bot to check in with this prospect in a few days or a week and ask more questions in an effort to close the sale. At this point, they are a warm contact and may just need a little nudge or reassurance before making that purchase.

Funnel Idea #4: Provide entertainment and education. Use your Facebook Messenger bot to alert your followers when you go Live on Facebook. Always provide valuable information or tips and you’ll certainly grow your following. If you create a frequent schedule of live videos, your name recognition will also grow.

End Goals: Every video or piece of content you produce should have a main goal and a call to action. Where do you want your viewers to go next? To your blog? Email sign up? Check out your coaching packages? That choice is up to you and may vary depending on the day’s topic. Mention the call to action in the live video then remind your viewers via chatbot about the call to action offer.

Funnel Idea #5: Offer specialized services. You can get creative with this category.  One idea is to create a short-term challenge using your chatbot. Facebook Messenger users have to opt-in to receive your messages – much like email marketing – so you’ll know that only those who are interested in your challenges are receiving your targeted messages. This challenge can give users an idea of what longer challenges will be like, what your coaching style is like, and you can learn more about each individual challenger by asking questions. 

End Goals: Again, the ultimate goal is to gain coaching clients or to sell your products. Prepare your sales funnel to have higher-end products or packages so those past customers who have graduated from your coaching program will still have offers to choose from; otherwise you run the risk of losing that past client as a future customer.

But how do you know which chatbot funnel strategy is best for your business? The answer depends on what type of company you have, the industry you’re in, and even who your prospective customer base will be. You may want to start by asking yourself these questions: What kind of information does my audience need? How urgent is that information? Do I want them to buy something or just learn more about me/my products/services? Once you figure out where they fall within this five-step process, then it becomes easier knowing which one would work best for their needs.

These are just a few basic ideas of how to create funnels with your chatbot. Start off small and easy to test out the features and then continue to add more options, especially as you continue to grow and create new products and packages to sell. Your only limitation is your own creativity.

Post Updated 17 April 2021

Kadena Tate
Hi! I am Kadena Tate. As a revenue strategist and subscription business model designer, I empower women small business owners to scale with subscriptions and unlock their path to riches.
https://www.kadenatate.com
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