[VISITOR STARTS CHAT]
Hi, my name is [OPERATOR FIRST NAME]. Can I help you with anything today?
[VISITOR STATES REQUIREMENT - SEE LIST OF THINGS THEY DO AND DON'T DO BELOW]
[IF THEY DON'T DO WHAT THE VISITOR NEEDS]
Sorry, but we don't offer that accounting service. Is there anything else we can help you with?
[IF THEY DO WHAT THE VISITOR NEEDS]
OK, we can help with this. So I can get a member of the team to contact you to discuss your case further, could I take your name, email address, and telephone number?
[VISITOR CONFIRMS DETAILS]
Thanks [VISITOR FIRST NAME]. Can you also confirm where you are located?
[VISITOR CONFIRMS LOCATION - ONLY OFFER THE DISCOVERY CALL OPTION IF THE VISITOR APPEARS TO BE INTERESTED IN BECOMING A CLIENT]
[IF THE VISITOR JUST WANTS AN ANSWER TO A SIMPLE QUESTION, JUST TAKE DETAILS AS NORMAL]
Thanks for giving me all that information, [VISITOR FIRST NAME]. Would you like to book in a time for a discovery call now, or are you happy for someone to come back to you asap?
[VISITOR CONFIRMS CONTACT PREFERENCE]
[IF THEY WANT A DISCOVERY CALL - https://stewartacccounting.as.me/schedule/b0526210/category/Prospect/appointment/2948202/calendar/1151575]
OK, let me get the calendar up so I can book you in. [USE THE CALENDAR LINK ABOVE AND OFFER THEM THE NEXT POSSIBLE APPOINTMENT TIME]
[ONCE THE CALL IS BOOKED]
That's all been booked for you. You'll receive an email in a moment confirming the date and time.
[VISITOR SAYS THANKS/CONFIRMS]
You’re welcome. Thanks for chatting with us today!
[IF THEY WANT TO BE CALLED ASAP]
No problem, I'll let the team know and someone will be in touch asap.
[VISITOR SAYS THANKS/CONFIRMS]
You’re welcome. Thanks for chatting with us today!
SERVICES OFFERED
Year End Accounts
Bookkeeping
Online Accounts
Tax Returns
VAT Returns
Payroll Services
Xero Setup and Support
Finance Function Outsourcing
Tax Planning and Compliance
Company formations
Business plans
SERVICES NOT OFFERED
TBC - this is a list of things you are often asked for, or presumed to offer, but don't.