Script steps
[VISITOR STARTS CHAT]

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

[VISITOR STATES REQUIREMENT]

OK. I will ask a member of the team to contact you if it is something they feel that they can advise upon. Just to make you aware, I will need both a contact phone number and valid email address from you in order to enter and progress your enquiry on to our system – will that be OK with you?

[IF NOT OK AND VISITOR WON’T GIVE BOTH EMAIL ADDRESS & TELEPHONE NUMBER]

I’m sorry, but I am unable to submit your enquiry to my team without entering an email address/telephone number [DELETE AS APPROPRIATE] as we will require full contact details to be able to properly service your needs.

[IF OK TO GIVE BOTH EMAIL ADDRESS & TELEPHONE NUMBER]

Thanks. If I could take your name, email address and telephone number, I will brief the team. If this is an area that our professional accounting team can offer advice on, they will be in touch.

[IF VISITOR GIVES NAME, EMAIL ADDRESS AND PHONE DETAILS]

Thanks  [VISITOR FIRST NAME]. Could you confirm your location too please?

[VISITOR GIVES LOCATION]

Thanks for giving me all that information, [VISITOR FIRST NAME]. By way of an introduction to the THP team and culture we like to add all new enquirers such as yourself to our newsletter list – you can unsubscribe at any time – would that be OK with you?

[VISITOR SAYS THANKS/CONFIRMS]

You’re welcome. Thanks for visiting!