Script steps

CANNOT ASSSIT WITH LOANS! 


[VISITOR STARTS CHAT]


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


[VISITOR STATES REQUIREMENT]

[PREQUALIFYING QUESTIONS- ALL MUST BE ASKED FOR EVERY CHAT]


1.Are you a business that sells to other businesses on credit and issues invoices?


[VISITOR SAYS NO- CANNOT HELP]


[VISITOR SAYS YES]


2.Are you incorporated in the UK?


[VISITOR SAYS NO- CANNOT HELP]


[VISITOR SAYS YES]


3.Do you turnover or forecast to turnover more than £1m in this financial year?


[VISITOR SAYS NO- CANNOT HELP]


[VISITOR SAYS YES]


4.Do you sell on a sale or return basis? 


[VISITOR SAYS YES- CANNOT HELP]


[VISITOR SAYS NO]


5.How much funding are you looking for?


[VISITOR ANSWERS]


6.When do you need this in place?


[VISITOR ANSWERS]


Thanks for answering those questions. So I can get a member of the team to contact you, could I take your name, email address, and mobile number?


[VISITOR GIVES NAME & CONTACT DETAILS]


Can I also take your business name and location please?


[VISITOR PROVIDES DETAILS]


Thanks for giving me all that information, [VISITOR FIRST NAME]. We’ll get someone to call you asap.


[VISITOR SAYS THANKS/CONFIRMS]


You’re welcome. Thanks for visiting!