Script steps

[VISITOR STARTS CHAT]


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


[VISITOR STATES REQUIREMENT]


[1 IF INTERESTED IN MEMBERSHIP]


That's great! You can start you sign-up for your free membership here - https://members.fintechconnector.com/user/sign_up


[2 IF THEY ARE INTERESTED IN MEMBERSHIP, BUT WANT TO SPEAK TO SOMEONE FIRST OR ARRANGE A DISCOVERY CALL]


OK, I can book you in for a discovery call at a time that suits you. [BOOK TIME VIA https://meetings.hubspot.com/fintechconnector/angel-lorente]


[IF THEY DON'T WANT TO BOOK A CALL, BUT WANT SOMEONE TO CONTACT THEM - JUMP DOWN TO OPTION 4 BELOW]


[3 IF THEY ARE AN EXISTING MEMBER NEEDING HELP]


OK, the best thing to do is email memberservices@fintechconnector.com and someone from the team will be in touch asap to assist. 


[4 ANYTHING ELSE]


OK, I can get a member of the team to contact you to discuss this. If I could take your name, email address and telephone number, we'll 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!