Script steps
[VISITOR STARTS CHAT]

Hi, my name is [OPERATOR FIRST NAME]. How can I help you today?

[VISITOR STATES REQUIREMENT]

Thanks. Could I please confirm which office is best for you to speak with? We have offices in Coventry, Nuneaton and Hinckley.

[VISITOR CONFIRMS OFFICE]

OK, thanks for confirming. So we can arrange an initial telephone or video consultation with one of our experienced team to discuss your situation further, could I take your name, email address and telephone number?  [NOW ARRANGE TIME VIA CALENDLY]

[IF VISITOR WANTS FACE TO FACE APPOINTMENT]


So I can get a member of the team to contact you to arrange an in person appointment, can I take your name, email address and phone number?


[VISITOR GIVES NAME & CONTACT DETAILS AND ANSWERED ALL CALENDLY QUESTIONS]


Thanks for giving me all that information, [VISITOR FIRST NAME]. That's all booked in, you should receive an email confirming your appointment. 

[VISITOR SAYS THANKS/CONFIRMS]

You’re welcome. Thanks for visiting!


Services offered:
  • Accounting
  • Tax
  • Audit and Assurance
  • Making Tax Digital
  • Cloud Accounting
  • Business Advisory
  • Corporate Finance