A solutions-architect prompt that designs your sales chatbot end to end: lead qualification, product Q&A and clean handoff of qualified leads into your CRM.
What you get
- A qualification framework that fits the sale: BANT, CHAMP or a lighter custom one
- Conversational qualification scripts that read as help rather than an interrogation
- Product Q&A design with knowledge sources, allowed claims and escalation when unsure
- Lead scoring and routing: hot, warm, nurture, not a fit
- A CRM handoff spec: payload fields, webhook or API route, field mapping, deduplication and error handling
- A complete bot system prompt, test conversations and a launch checklist
Who it's for
Founders, marketers and sales teams using HubSpot, Salesforce, Pipedrive, Zoho, Airtable or a spreadsheet, on a website widget, WhatsApp, Messenger or in-app. It designs the bot but does not deploy it or connect to your CRM; check your CRM's current API documentation as you build. It will not invent features or prices, or design a bot that hides that it is automated.
Works with Claude, ChatGPT and other AI chats.