Script steps

[VISITOR STARTS CHAT]


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


[VISITOR STATES WHAT THEY NEED, I.E. I NEED AN ACCOUNTANT]


OK. Are you self-employed or a limited company?


[IF EITHER OF THESE]


Thanks. Which accountancy services are you looking for? [IF NOT ALREADY STATED]


[VISITOR STATES REQUIREMENTS]


Thanks. So we can discuss your requirements and ensure we understand your business, can I arrange a discovery call with you for a time that suits?


[IF YES - GO TO SCRIPT STEPS KB ARTICLE - https://calendly.com/troy-accounting/discovery-call-with-troy-accounting]


[IF NO, AND LOOKING FOR JUST A QUOTE]


We're not able to provide quotes via live chat or our website. To do this we'd need to arrange a discovery call.


[IF NO TO SELF-EMPLOYED OR LIMITED COMPANY]


OK, are you thinking of starting your own business? [IF NOT ALREADY STATED]


[IF YES]


Thanks. So we can discuss your requirements and ensure we understand your business idea, can I arrange a discovery call with you for a time that suits?


[IF YES - GO TO SCRIPT STEPS KB ARTICLE - https://calendly.com/troy-accounting/discovery-call-with-troy-accounting]