Script steps

[VISITOR STARTS CHAT]


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


[VISITOR STATES REQUIREMENT]


[IF THEY WANT TO KNOW MORE ABOUT MIGRATING DATA INTO CLIO]


OK, I can get a member of the team to discuss this with you. Would you like me to book in a specific time that suits you, or can we call you back asap?


[VISITOR CONFIRMS CONTACT OPTION]


[IF BOOKING A SPECIFIC TIME, USE CALENDLY HERE - https://docvolution.app/pages/page.html - OFFER THE NEXT AVAILABLE TIME]


[ONCE TIME IS AGREED]


If I could take your name and email address, I'll get that booked in for you.


[VISITOR GIVES NAME & CONTACT DETAILS]


Thanks for giving me all that information, [VISITOR FIRST NAME]. That's booked in, so you'll soon receive an email confirmation.


[VISITOR SAYS THANKS/CONFIRMS]


You’re welcome. Thanks for visiting!


[IF THEY WANT A CALL BACK ASAP]


No problem. If I could take your name, email address and telephone number, someone from the team will be in touch asap.


[VISITOR GIVES NAME & CONTACT DETAILS]


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


[VISITOR SAYS THANKS/CONFIRMS]


You’re welcome. Thanks for visiting!