A website chatbot should do more than “answer questions.” It should qualify, capture, route, and follow up.
Use this checklist before launch to avoid the common mistakes that kill conversions.
Pre-launch checklist
Content
- Approved FAQ + policies
- Pricing boundaries
- Service-area rules
- Escalation guidelines
Lead capture
- Name + phone/email capture
- Required qualification fields
- Consent language
- Clear next step
Operations
- Inbox routing rules
- After-hours behavior
- CRM integration (optional)
- Monitoring plan
Conversation design that doesn’t feel like a form
Ask one question at a time and explain why you need it. Keep it short. Offer buttons for common paths (pricing, scheduling, service options).
Examples of high-converting prompts
- “What kind of project is this—residential or commercial?”
- “What’s the address or ZIP code?”
- “What’s the best number to text you back?”
Post-launch: measure the right outcomes
- Lead capture rate
- Time to first human response
- Booked call rate
- Top unanswered questions (knowledge gaps)
Want this implemented for your business?
Call 941-232-1449 or request a consult. We’ll recommend the highest-ROI next step and a clean rollout plan.