SMB Chatbot Playbook: From Intake to Handoff in 72 Hours

Published 2025-08-08

Goal: capture, qualify, and route leads 24/7 without adding headcount. Stack: ChatGPT Team/Claude Pro + web embed + Airtable/Sheets + Zapier/Make.

1. Intake: floating chat; collect name, email, intent, budget.
2. Qualify: 3–5 branching questions; tag hot → CRM.
3. Answer: ground on FAQs/SOPs (vector/MCP connectors).
4. Handoff: calendar for hot leads; ticket for support.
5. Review: weekly transcripts → improve intents & guardrails.

Tip: Log every unknown intent and fix weekly.

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