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Telegram sales funnel: a bot template

A funnel in one chat, not a series of broadcasts to a cold list. The pause is a delay in the flow, followed by the offer and the phone.

Suitable for: Experts, Info business

How it works

Step 1Hook
Step 2Pause
Step 3Offer
Step 4Lead

What you can customize

  • Message texts and buttons
  • Fields of the “Data collection” block and format checking
  • Tags, notifications and transmission to the operator
  • Channels: Telegram, MAX, VKontakte, chat on the website
Telegram
MAX
VK
Chat on the site

Sample dialog

Bot
Briefly, why this matters to you — and an offer if it resonates.

What opens with the “Use template” button

The template adds five blocks in a row to the editor: a “Message” with a hook → “Pause” → a “Message” with the offer → “Data collection” (phone with format validation) → a “Message” with thanks. The trigger is the /start command. The pause in the draft is 5 seconds so that you can run the flow in “Test flow” within a minute; in the working version it is changed to hours or days.

This is a skeleton, not a ready-made funnel for your niche. Below is how to turn it into a full chain in 30–40 minutes: entry by a code word, delivery of the material, follow-up by tags and handover to a manager. One flow works in all connected channels — Telegram, MAX, VK and the website widget, and you do not need to adapt it for each messenger.

What this funnel does not have: a payment step (you can add it with the “Payment” block — it sends a link to your provider and continues the flow through the “Paid” output), photos and files in Telegram, MAX and VK messages (text and buttons only; material is shared as a link), automatic channel subscription checks. Without the “Payment” block the funnel ends with a link button and a “paid” tag that the manager adds manually in Contacts. A digital product in Telegram is paid with Stars: Telegram requires Stars for digital goods and services, and the “Payment” block has a “Telegram Stars” option for that.

Entry: a code word or a deep link with a source tag

The /start command suits people who came to the bot by themselves. Traffic from a post, a profile header or ads needs two other triggers.

  • “Keyword”. In the trigger settings — one word or several (for example, ГАЙД, гайд — “guide”), in “exact”, “contains” or regex mode. In the post you write: “Send the bot the word GUIDE”. It works the same in Telegram, MAX and VK.
  • “Deep link”. A link like https://t.me/ваш_бот?start=guide_post12. The payload guide_post12 is the tag: each post, banner or blogger gets its own. MAX has the same mechanics — the bot receives the payload on start. The person doesn’t need to type anything; they just tap “Start”.

Right after the trigger, add “Action → add tag” with the source name: src:post12, src:bio, src:ads_sep. Without it, a month later you won’t be able to say which channel brought the requests. Several deep links can lead to the same branch — only the tag will differ. More on marking up your base — in the article on tags as a segmentation system.

Lead magnet and the first exchange

The first message does one thing: it explains what the person will get and what they need to do. Not “Welcome to our bot” but “A 12-point checklist for reviewing a lease agreement. Where should we send the link — to your email or here in the chat?”.

Next comes the “Data collection” block. The settings that matter:

  • The field is “Name”, then “Email” or “Phone”. For email and phone, turn on format validation and write the error text in your own words (“Looks like there’s a typo in the address — please check and send it again”). Attempts — 2; after that the branch continues without a contact rather than losing the person entirely.
  • When a phone or email is filled in for the first time, the bot owner gets an email about a new request — no separate “lead notification” needs setting up.
  • If you need the value in a “Condition” or in a text, turn on “to variable” — then {{var}} is inserted into any message.

After the contact — a “Message” with a link to the material (a Drive folder, a website page, a private post) and “Action → add tag” magnet:checklist. An “Open” URL button is handier than a bare link. A separate template for just this step is “Issuing a lead magnet”; here it is part of the funnel.

Warm-up: “Pause” and “Condition” instead of a broadcast

The warm-up in this template is not a broadcast but a continuation of the same flow: a 1-day “Pause” → a “Message” with a question and buttons, each setting the tag warm or cold → another “Pause” → a “Condition” on tags: has lead — stay silent, has warm — the offer, otherwise — a reminder about the material. Branches are checked in order; rules within a branch work as “and”. Make the message before a “Pause” without buttons, and put a “Condition” on the time of day before a delayed message so the follow-up doesn’t arrive at night.

How to choose timings, how many touches you need and what numbers to measure at each step — in detail in the article a sales funnel without the mystique; below is only what relates to the template itself: the offer, the request and adapting it to a niche.

Offer, request and handover to an operator

The offer is a single “Message”: what you sell, what it costs, what happens after the tap. Three buttons: “I want it”, “I have a question”, “Not now”.

  • “I want it” → “Data collection” (the phone, if you don’t have it yet) → an “Action” with three items at once: add the lead tag, “Deal in CRM” with a title like “Funnel: {{name}}” and the “new” stage, “Notify operator” with the text “Request from the funnel, source in the tags” → an “Operator” block. From that moment the bot is silent, the conversation waits in “Conversations” with the “operator” status, and the manager sees the tags and collected fields on the contact card.
  • “I have a question” → straight to “Operator”. A question at the offer stage means a hot prospect; automation only gets in the way.
  • “Not now” → the later tag → a 3–5-day “Pause” → a last message with a different wording of the benefit and the same “I want it” button. After that the chain ends: a third reminder in private messages already feels like spam.

How an operator returns the conversation to the bot after replying and what the client sees — in the article on the line between the bot and a person. If you want requests not in CHBT’s “CRM” but in amoCRM or Bitrix24, add an “HTTP request” to the same “Action”: a POST with the contact data and variables to Make, n8n or your server.

How to adapt the template to your niche

The skeleton stays the same; three places change: the entry, the material and the offer. Three examples where the blocks are the same but the texts and tags are your own.

NicheEntry and source tagLead magnetOffer and what happens after “I want it”
Online schoolA deep link from a post ?start=guide, tag src:postA link to a free lesson, email via “Data collection”A link button to the cohort payment page; after payment the administrator sets the tag оплатил (paid) in “Contacts”
Salon, studioA QR code at the front desk ?start=qr, tag src:qrA first-visit promo code as text“Book” → “Data collection” of the time and phone → “Deal in CRM” → “Operator”
B2B servicesA code word from a talk or a newsletter, tag src:eventA checklist or a document template as a link“Discuss the task” → phone → “Notify operator” → “Operator”; “Not now” → the later tag and one reminder 5 days later

Funnel metrics are counted with tags in “Contacts” (CHBT has no per-block counters): src:* — entered, magnet:* — got the material, lead — left a request; the key number is lead ÷ src. For an A/B test of two offers — the “Random branch” action with the tags offer:a and offer:b. How to read these numbers and where to find them in the account — in the same article on sales funnels; benchmarks for the effect — in the breakdown how a bot affects conversion.

On plans: a funnel quickly uses up the free plan’s 30 conversations — every person who enters is a conversation. To launch on traffic, take Basic at 650 ₽/month per bot: no conversation limit, with the “Canvas” and broadcasts by tags. You can open the template in your account and build the first branch before paying.

Frequently asked questions about the template

Do I need the “Broadcasts” section for the funnel to work?

No. The whole chain — messages, pauses, conditions — lives inside the flow and runs for each person separately from the moment they enter. The “Broadcasts” section is for something else: writing to everyone with a tag at once, for example to announce a new cohort. It is available from the Basic plan.

Can I take payment right in the bot?

Yes: the “Payment” block sends a payment link through your payment provider — Prodamus, YooKassa or CloudPayments — and after payment continues the flow via the “Paid” exit, where you can grant access and add the “оплатил” (paid) tag. In Telegram, digital products are paid with Stars — the block has a “Telegram Stars” provider for that. Without a provider, use a link button to your payment page and an “I paid” button that hands the dialog to an operator for checking.

Will this funnel work in MAX and VK?

Yes, one flow for all connected channels. A deep link with a payload exists in Telegram and MAX; for VK, entry is done by a keyword or community buttons. If some channel needs different wording, add a “Condition” on the channel.

How many touches and days should the chain have?

For most inexpensive products three or four messages over 4–7 days are enough: the material, a question a day later, the offer, one reminder. Longer warm-ups are better run as broadcasts by tags rather than pauses lasting weeks.

Is the free plan enough to test the funnel?

For testing on yourself and colleagues — yes: all blocks, including “Pause” and “Condition”, are available in “Steps” mode. The limit is 30 conversations a month, so for real traffic the funnel runs on Basic at 650 ₽ per bot.

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