Tips for Live Chatting with Prospects

This article is designed to guide reps through the best practices for initiating conversations with prospects who visit your website. Starting a chat effectively is crucial for engaging potential customers and providing them with the assistance they need. Here, you'll find key strategies and tips for making those first interactions count, ensuring you create a positive impression and help prospects move smoothly through their journey with your brand.

Tips & Tricks

1. Be yourself!

2. Don't use capitalization or very formal punctuation (we want it to be clear its a real human)

3. Mention the page they're on

4. Ask a simple qualifying question

5. GOAL: get someone to engage!!

Ideas for Initiating a Chat:

1. hey! can I help? real person here :)

2. real person here!

3. I see you’re on the pricing page, any questions?

4. real person here, not a bot :) - try me!

5. hey! pricing is based on X, do you have any questions?

6. hey do you want to get a more accurate quote?

7. I see you're looking at X competitor, open to seeing how we compare?

8. ask me anything about how we compare to X

9. hey can I help? (on form fill)

10. (form fill) [send calendar] hey want to book here? its easier

11. hey! happy to explain how we compare 🙂 (if they’re reading a blog about your company vs a competitor)

12. Any mention about the page their on

13. Ask a simple qualifying question

14. Send a gif after saying hello or hey there!

HOT Slack Channels to keep an eye on (will vary based on your account)

Demo Page Visits

Form Fill

Pricing Page Visits

Competitor Page Visits

This article was written by the Customer Success team at Warmly. Please feel free to reach out to your CSM directly or [email protected]