Script steps

[VISITOR STARTS CHAT]


Hi, my name is [OPERATOR FIRST NAME]. Can I help you with anything today?


[INTERESTED IN A SERVICE WE OFFER]


That's great! I can book you for a free 15 minute discovery call with Amanda , our Mortgage and protection advisor here at Bliss Financial Solutions. Would you like to proceed? 


[YES]

Thanks for confirming, I will book you in now [CONTINUE ON LINK]- https://blissfinancialsolutions.co.uk/contact/book-discovery-call/


[NO]


OK. So I can get a member of the team to contact you to discuss this further, could I take your name, email address, and telephone number?


[VISITOR GIVES NAME & CONTACT DETAILS]


Can I also take your location?


[VISITOR GIVES LOCATION. CHECK IT'S AN AREA WE OPERATE]


IN SERVICE AREA


Thanks for giving me all that information, [VISITOR FIRST NAME]. We’ll be in touch asap.


OUT OF SERVICE AREA


Unfortunately you are out of our service area, so we are available to assist you on this occasion, sorry. 


[VISITOR SAYS THANKS/CONFIRMS]


You’re welcome. Thanks for visiting!


SERVICES OFFERED

First time byer

Re-mortgages

Moving home

Bad credit

Buy-to-let

New Build

Limited Company

Self-Employed

Shared Ownership

Mortgage in Principle

Home Insurance

Personal Protection Insurance