If you sell a service, the questions should help you prepare for a real conversation. A website designer might ask whether the visitor needs a new site or a redesign and when they need it. I’d leave out questions that don’t help the person responding, even if they look useful on a reporting dashboard.
Read Kurt’s In-Depth Text.com ReviewWhich Questions Are Worth Asking?
Ask only what changes the next action. For a service business, that might be the type of project and the deadline. Let people describe their needs in their own words. Ask for contact information when it’s clear how you’ll follow up.
When Should Sales Take Over?
I’d send a request to sales when it matches a service you offer and the visitor wants a follow-up. Include the answers and conversation context so the salesperson can pick up from there. Text.com documents Skills for defining questions and when to hand off. Text.com’s Skills and Playbook guide
How Would I Judge the Results?
Track how many chats turn into inquiries someone can act on, how quickly your team replies, and where visitors stop answering. Review a few transcripts each week. If people drop off at a question you rarely use, remove it and see whether more conversations reach the team.
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