[VISITOR STARTS CHAT]

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

[VISITOR STATES REQUIREMENT - CHECK IT'S ON THE LIST OF THINGS THEY DO AT THE END OF THIS ARTICLE - NOTE: Never say no to something when someone asks for a service that may not necessarily be listed]

[IF ON THE 'DON'T DO' LIST - RED]

Sorry, but we don't offer that service.

[IF ON THE ACCEPT, BUT DON'T DO THEMSELVES LIST - BLUE]

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

[IF ON THE 'DO' LIST - GREEN]

OK, we can certainly assist with this. Before we continue, can you confirm if you're an existing client?

[IF YES]

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

[IF NO]

Thanks. I can book you in for a free initial consultation at a time that suits you. Would you like to arrange this now?

[IF YES]

Thanks. So we can assign you to your nearest consultant, could I take the first part of your postcode?

[VISITOR GIVES POSTCODE - CONTINUE VIA CALENDLY HERE - https://meet.squiggleconsult.co.uk - YOU'LL NEED TO ENTER THE POSTCODE FIRST. DEPENDING ON THE LOCATION OF THE VISITOR, THEY MAY BE OFFERED FACE TO FACE OR VIDEO MEETINGS, OR A MEETING WITH A SPECIFIC CONSULTANT. IT THE MEETING IS WITH A SPECIFIC CONSULTANT, THEY CAN CHOOSE TO HAVE A FACE TO FACE OR VIDEO MEETING. IF THE POSTCODE ISN'T REAL/INVALID, IT'LL ASK YOU TO TRY AGAIN]

[THE CLIENT HAS PUT TOGETHER A SHORT VIDEO SHOWING THIS HERE - https://www.loom.com/share/33a5e0acf59d4aecb57bdb6d6a6e626f?sid=b7bb1b14-173d-4929-becf-202576379101]

[BE SURE TO TELL THE VISITOR IF THEIR LOCATION ALLOWS FACE TO FACE ONLY, VIDEO ONLY, OR THE OPTION OF EITHER. IF IT'S THE OPTION OF EITHER, ASK WHICH THEY WOULD PREFER]

[IF NO]

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

[VISITOR GIVES NAME & CONTACT DETAILS]

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!

THINGS THEY DO

Wills

Trusts

Declaration of Trusts

Power of Attorney

Probate

THINGS THEY ACCEPT LEADS FOR, BUT DON'T DO THEMSELVES (DON'T BOOK VIA CALENDLY FOR THESE)

Financial advice

Tax advice

Legal advice

Conveyancing

Divorce

Mortgages

Equity release

Shareholder agreements

Cross option agreements

Loan agreements

THINGS THEY DON'T DO

TBC