[VISITOR STARTS CHAT]

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

[VISITOR STATES REQUIREMENT]

Yes, absolutely we can help or assist you to do it yourself. I can book you in for a brief call with a member of the team if you would like? Alternatively, we can send you a free guide so you can do it yourself.

[IF THEY WANT TO BOOK A CALL]

Thanks. If I could take your name, email address and telephone number, I'll get a call booked at a time that suits you now.

[VISITOR GIVES NAME & CONTACT DETAILS]

[BOOK IN THE NEXT AVAILABLE TIME OR TIME THEY REQUEST HERE - https://www.berkeleyweston.co.uk/your-probate-inheritance-tax-questions-answered/]

[ONCE BOOKED]

Thanks [VISITOR FIRST NAME]. That's all booked for you. You'll receive email confirmation in a moment. We look forward to talking with you soon.

[VISITOR SAYS THANKS]

You're welcome. Thanks for visiting.

[IF THEY WANT THE FREE GUIDE]

OK. If I could take your name, email address and telephone number, someone from the team will send this to you.

[VISITOR GIVES NAME & CONTACT DETAILS]

Thanks for giving me all that information, [VISITOR FIRST NAME]. Can you confirm whether you would like our free guide posted or emailed?

[IF POSTED]

Thanks for confirming, can I take the address and postcode for where you would like the guide sent to?

[VISITOR GIVES ADDRESS]

Thanks for this. The free guide will be sent to you shortly. 

[VISITOR SAYS THANKS/CONFIRMS]

You’re welcome. Thanks for visiting!

[NOW FILL IN FORM HERE -https://www.diyprobateforms.co.uk/the-probate-guide/]