[VISITOR STARTS CHAT]

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

[1 VISITOR STATES REQUIREMENT - IF ASKING A GENERAL TAX/ACCOUNTING QUESTION]

OK. Are you an existing client?

[IF YES]

Thanks. The best thing to do is email info@heelanassociates.co.uk and we will get your accountant in touch asap!

[IF NO]

We’d love to help you get an answer to this. Unfortunately, due to professional regulations we can’t give 1-2-1 tax/accounting advice here in this chat. If you’d like to know how we might help with this, the usual process is we book in a ‘discovery call’ with a member of our client care team.

[PAUSE 10 SECONDS]

In this half an hour (ish) discussion, we like to find out more about your business / situation and typically find people want to learn about us, our services and get a feel for our fees. We don’t give advice on the call (due to professional regulations), it’s more understanding your situation and needs, and running through our options for supporting you and getting this query answered.

[PAUSE 10 SECONDS]

Would you like me to book a discovery call for you at a time that suits?

[Note: we only take appointments where the business owner in physically based in the UK. If you don't think they are UK based, ask!]

[IF YES - USE CALENDLY LINK - https://calendly.com/heelan-associates/discovery-call]

[IF NO]

OK, you can find plenty of videos on our website which may be able to help you - https://www.heelanassociates.co.uk/heelan-associates-videos/

[2 IF THE VISITOR IS LOOKING FOR A NEW ACCOUNTANT]

That's great! So we can learn more about your business and tell you how we can help, can I book you in for a discovery call at a time that suits you?

[IF YES - USE CALENDLY LINK - https://calendly.com/heelan-associates/discovery-call] 

[IF NO]

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