Script steps
[VISITOR STARTS CHAT]

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

[VISITOR STATES REQUIREMENT]

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 I also confirm your company name and the industry you work in?

[VISITOR PROVIDES COMPANY NAME AND INDUSTRY]

Thanks for confirming. Finally can you also provide your annual turnover or projected turnover?

[VISITOR PROVIDES ANNUAL TURNOVER]

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!

Professions can work with:
Accountancy
Architects
Chartered Surveyors
Design and Construct
Engineers
Environmental Engineers
Estate and Letting Agents
Finance Brokers
Financial Advisors
Financial Institutions
FinTech
Geotechnical Engineering
Life insurance Brokers
Medical Malpractice
Mortgage Brokers
Recruitment Consultants
Solicitors
Surveyors
Technology Companies

Professions cannot work with
TBC