Script steps

[VISITOR STARTS CHAT]


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


[VISITOR STATES REQUIREMENT - CHECK IF THEY'RE JUST LOOKING FOR ADVICE]


We cannot provide advice via live chat, but I can arrange a discovery call with a member of the team so they can understand your situation and help. We're not able to provide free HR advice unless you're an existing client. Would you like me to book a discovery call now for you?


[IF YES, USE CALENDLY - https://calendly.com/ProActionhr - CHOOSE 15 MINUTES OPTION FOR ALL CASES UNLESS IT'S SOMETING URGENT (THEN CHOOSE 30 MINUTES). OFFER VISITOR TELEPHONE CALL OR VIDEO OPTIONS]


[IF NO]


OK, you can find a number of resources that might be able to help you here - https://www.proaction-hr.co.uk/news


[IF NO TO DISCOVERY CALL, BUT LOOKS LIKE A GOOD LEAD (NOT FOR FREE ADVICE)]


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 [VISITOR FIRST NAME]. Could you also tell me the name of your business and its location?


[VISITOR CONFIRMS BUSINESS NAME AND LOCATION]


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!