Answering Service Script Sample for Professional Services | PATLive

Customized calling scripts built for your business.

Call Flow

Call Flow

Holloway & Sanders Accounting Firm

Customer Since 2013

Holloway & Sanders Accounting Firm uses PATLive as their primary receptionist, mainly taking messages and initiating live transfers when applicable.

Turns Financing

Customer Since 2016

Turns Financing hired PATLive to provide their customers with support 24/7, schedule consultations and transfer calls during business hours.

Customer places call to your business
PATLive takes call as your business
PATLive agent follows your script
Agent:Thank you for calling Holloway & Sanders Accounting Firm, are you a new or existing client?
Caller:Existing client.
Agent:Great, may I have your name please?
Caller:Yes, it’s Phillip Klein.
Agent:How can I assist you today Mr. Klein?
Caller:I would like to speak with Mrs. Holloway. I have one more question for her before I can file my taxes.
Agent:I see, Mrs. Holloway is currently unavailable. Could I please have your contact number for her to reach you at her next convenience?
Caller:Yes, it’s 567-876-4653.
Agent:Thank you, Mr. Klein. I will relay the message to Mrs. Holloway. Is there anything else I can assist you with today?
Caller:No, that’s all. Thank you.
Agent:Have a great day Mr. Klein.
PATLive captures call summary information
PATLive delivers call summary to your inbox
You care for customers as needed
Customer places call to your business
PATLive takes call as your business
PATLive agent follows your script
Agent:Good afternoon, Turns Financing. How can I help you?
Caller:Hi. This is Felecia Mason and I recently encountered a financial hardship, and I am looking for assistance with financing my home.
Agent:Oh, I am so sorry to hear that Ms. Mason. What I can do for you is see if one of our trained associates is available now to assist you. Do you mind if I place you on a brief hold?
Caller:No, go right ahead.
Agent:Thank you.
Chuck:This is Chuck, how can I help you?
Agent:Hi, Chuck. This is Jorrdan with PATLive. I have Ms. Felecia Mason on the other line and she is looking for assistance financing her home.
Chuck:Can you take a message for me and tell her I’ll call her right back?
Agent:Of course.
Chuck:Thank you.
Agent:Ms. Mason, thank you so much for holding. Unfortunately, they’re not available at this time, but I would be more than happy to take down your comments and questions and have them contact you as soon as possible. May I have your number, please?
Caller:Sure, my number is 293-209-1294.
PATLive captures call summary information
PATLive delivers call summary to your inbox
You care for customers as needed

Dynamic Scripting Features

Skill-based routing

Skill-based
routing

Call flow branching logic

Call flow
branching logic

Rule-based lead delivery

Rule-based
lead delivery

3rd party services integration

3rd party services
integration

Multi-format data collection

Multi-format
data collection

Directory services & call transfers

Directory services
& call transfers

Multi-language options

Multi-language
options