Script steps

[VISITOR STARTS CHAT]


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


[VISITOR STATES REQUIREMENT - IF POTENTIAL NEW CLIENT]


OK, I can book you in for an initial discovery call at a time that suits you. Would you like to book a time now?


[IF YES - USE CALENDLY LINK SCRIPT KB ARTICLE - https://calendly.com/nr-yorkshireaccountancy/15min]


[IF NO TO BOOKING]


OK. If you’re looking for a quote, you can do this here - https://www.yorkshireaccountancy.co.uk/get-a-quote/. Alternatively, so I can get a member of the team to contact you, could I take your name, email address and telephone number?


[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!