discovery-botlisted

# Pre-Appointment Discovery Bot Use this skill to create smart questionnaires, chat flows, intake forms, and CRM summaries before a buyer consultation, listing appointment, valuation call, investor call, or open-house follow-up. The bot should reduce friction, qualify the opportunity, identify objections, and prepare the human agent to lead a better conversation. ## What the bot must accomplish 1. Confirm the lead's goal and urgency. 2. Collect only the information needed for the next appointment. 3. Identify decision-makers, constraints, and possible objections. 4. Route the lead: hot handoff, booked consultation, nurture, or disqualify respectfully. 5. Produce a concise pre-meeting brief for the agent. 6. Stay compliant with privacy, fair housing, consent, and agency rules. ## Channel options - **Pre-call form:** best for booked appointments; highest completion when under 3 minutes. - **Conversational chat:** best for website and landing page leads. - **SMS intake:** best after speed-to-lead contact; use 1-2 questions at a time. - **Email questionnaire:** best for warm leads who need time to gather details. - **Voice-agent intake:** best for inbound calls and after-hours leads. ## Compliance guardrails - Explain why information is being collected and how it will be used. - Do not request Social Insurance/Social Security numbers, full banking details, account numbers, IDs, or sensitive documents through unapproved forms. - For Canadian leads, align collection/use/disc