Script steps

[VISITOR STARTS CHAT]


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


[VISITOR STATES REQUIREMENT]

Preference is not to quote prices, but to inform that someone will call to discuss 


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


[VISITOR GIVES NAME & CONTACT DETAILS]


Thanks. Can you let me have your postcode please so that I can make sure you hear from our nearest advisor?


[VISITOR GIVES POSTCODE]


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


[PAUSE 10 SECONDS]


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Services offered:

  • Will Writing
  • Power of Attorney
  • Trusts
  • Estate Planning
  • Probate
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