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Lead Generator Template for Financial Planners

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This template gets users to opt-in for a free consultation. This template also allows you to interview users and ask a few questions to get more information and determine lead quality the same way you would collect information in a lead form. After gathering their answers, this template will share the responses with your existing email software or a Google Sheet when you use Zapier. You can also share your calendar link with your new lead so they can immediately schedule a meeting with you at the end of your conversation. Once they click your calendar link, a notification will be sent to you and your team! This template also uses a Smart Delay to follow up with your prospects to make sure they scheduled the call in your calendar! 


» Platform: ManyChat

» Growth Tool: Facebook Ads JSON, Messenger Ref URL

» Purpose: Get New Leads, Qualify Leads, Book Calls, Gather Lead Data

» Info Collected: Email Address, Phone Number, Answers to Three (3) Questions

» Additional Features: GIF Images, Emojis, Zapier for Emails, Notify Admins

» Integrations: Facebook Ads, Sharable Bot Link 

» Includes: Instructional Tutorial Videos For Setup


This is not a physical product and is available for download only.

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  • Growth Tools

    The Facebook Ads JSON Growth Tool & Messenger Ref URL Growth Tool are included this template so you have options for how you're promoting your bot to gain subscribers. These growth tools can be used with Facebook Ads or using a unique URL as a call to action in your emails, social posts, social profiles, on your website, or on a landing page.

  • Free Keyboard Input, GIF Images & Emojis

    These unique features enhance the experience the user has with your personal brand and bot. The Free keyboard input features allows the user to type free form and take a break from all the buttons. The emojis can convey a lot of emotion which you don't get in chat, while the GIF Images make the conversation light and fun so your audience feels comfortable with you. 

  • Integrations

    After the user's phone number and email have been collected, their information can then be zapped to your email software to be added to that list as well. The video tutorials you get access to when you purchase will take you through step-by-step to set that up! 

  • Interview Flow & Scheduling

    This template allows you to ask your new prospect a few questions in order to qualify them and better understand their problems so you can help. 


    The template also includes links out to your calendar software so you can ask your subscriber to book a consultation phone call with you immediately after they finish answering your qualifying questions. 

    A Smart Delay then follows up with your subscriber to make sure they booked a meeting with you. If they respond that they haven't booked the meeting yet, the bot resends them your calendar link. 

  • Instructional Tutorial Videos

    This template comes with step-by-step tutorial videos that show you how the messenger bot works, how to update the messages, and how to set up and connect and the Zapier automation sequence so you can control the customer journey every time a lead comes in. 

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