[VISITOR STARTS CHAT]

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

[AFTER VISITOR RESPONSE]

Thank you for that, can I confirm if you are currently a Crew Family Office Member?

[IF THEY’RE ALREADY A MEMBER AND REQUIRE A SERVICE]

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

[IF THEY’RE NOT A MEMBER AND REQUIRE A SERVICE]

OK. As part of our membership you have a tax return included and access to all of our partner services. Please can I take your name, email address and phone number? I will get one of our consultants to call you and discuss it further. In the meantime, you can sign up for the membership here: https://www.crewfo.com/membership/

[VISITOR GIVES NAME & CONTACT DETAILS]

Thanks for giving me all that information, [VISITOR FIRST NAME]. Would you have a preferred time that you’d like us to call you back?

[VISITOR SAYS THANKS/CONFIRMS]

Thanks, we’ll be in touch!