Template • Lead capture

Lead capture script template for DMs, chatbots & opt-ins

Use this script to move people from “curious” to “in conversation”. It works in DMs, Botly Smart Trees, website chat and simple opt-in pages.

Use this template in Stratboost → See the AI Funnel Blueprint

This template is included with Stratboost. Use it across Botly, Ella and your funnels so every entry point feels consistent.

Stratboost • Lead capture script

Simple greeting Quick qualifier Value first Soft CTA Next step

Use one script pattern everywhere: in DMs, chat, pop-ups and Smart Trees.

Who this is for

For anyone turning attention into leads

Use this if clicks, views and profile visits are up — but replies, sign-ups and calls are not.

  • Creators and coaches selling in the DMs
  • Agencies qualifying leads before calls
  • Ecommerce brands building segmented email lists
  • Local businesses and service providers booking calls

Where it fits

Use this script in every “start here” touchpoint

Give people one clear next step no matter where they meet you.

  • DM replies to Story polls and content keywords
  • Botly Smart Trees and website chatbots
  • Simple opt-in pages and pop-ups
  • “Reply with a keyword” email and SMS campaigns

Template structure

Lead capture framework: greet → qualify → give → invite

The goal is to be clear, kind and direct. No pressure, no confusion. 

[Greeting]
Quick, friendly hello that shows this is a real, relevant message.

[Context]
Why you’re reaching out or why they’re seeing this message.

[Qualifier]
One or two simple questions to see if they’re a good fit.

[Value]
A small win: resource, insight, suggestion or next best step.

[Invite]
A clear, low-friction next action (download, book, reply with a keyword).

Copy-paste versions

Lead capture script you can plug into DMs, chat and pages

Start with these patterns, then tweak the tone to sound like you. 

[DM / CHAT SCRIPT]

Hey [NAME] 👋 thanks for checking out my content on [TOPIC].

I help [AUDIENCE] go from [CURRENT SITUATION] to [RESULT] with [OFFER / METHOD].

Quick question:
Are you more focused on [OPTION A] or [OPTION B] right now?

If you like, I can send you a short [RESOURCE TYPE – e.g. 3-step plan, checklist, video]
that shows you how to [QUICK WIN] in the next [TIMEFRAME].


[SMART TREE / CHATBOT NODE]

👋 Hey! I’m [YOUR BRAND BOT / NAME].
I’m here to help [AUDIENCE] with [RESULT].

What do you want help with today?

[BUTTON 1: "I want to fix <PROBLEM A>"]
[BUTTON 2: "I want to reach <RESULT B> faster"]
[BUTTON 3: "I’m just browsing"]

→ If they pick 1 or 2:
"Got it. What best describes you?"

[BUTTONS WITH SEGMENTS]

"Drop your best email and I’ll send a quick [RESOURCE] to get you started today."


[OPT-IN / POP-UP COPY]

Headline:
"Want [RESULT] without [THING THEY HATE]?"

Subheadline:
"Tell me a bit about where you are now and I’ll send you a short [RESOURCE] you can use today."

Fields:
• [SEGMENT CHOICE OR GOAL]
• Email

Button:
"Send me the [RESOURCE]"

Example in action

Example: lead capture script for a social media agency

Here’s how a small agency might use the template in DMs. 

[DM SCRIPT – AGENCY EXAMPLE]

Hey Sarah 👋 saw your Reels about your candle line – the brand vibe is strong.

I help ecommerce founders turn their Reels into a steady stream of website orders
without posting 3–5 times a day.

Quick question:
Right now, are you more focused on
A) growing your followers
or
B) turning your existing views into sales?

If you like, I can send a 3-step Reels checklist we use with clients
to turn 1–2 good posts a week into sales – want it?

In Stratboost, this script becomes a Botly node, a Smart Tree branch and a saved DM prompt for your team.

Plug into your system

How to use this lead capture script inside Stratboost

Once your lead script is set, you can reuse it across channels without rewriting it from scratch.

  1. Turn it into a Botly Smart Tree branch. Use it as the welcome and first qualifier in your Smart Tree or website chat.
  2. Save it as a DM snippet. Keep a version inside Leo or your CRM so you can reply fast to warm leads.
  3. Match your email opt-ins in Ella. Use the same promise and language on your opt-in pages and pop-ups.
  4. Use it inside workflows. Place this script at the “capture” step in the AI Funnel Blueprint.
  5. Let Stratmind personalise it. Stratmind can adapt the script to different segments and offers over time.

Next steps

🎯 Built for lead-driven brands

Use this lead capture script template so no warm lead slips through

Give people one clear next step, wherever they meet you. Stratboost helps you keep every conversation and lead in one place.

Create your Stratboost account →

Start with one lead capture flow, then roll the same pattern out across all your channels.