Subject: Ticket #IIY86: Chat was transferred to me because Steve's system crashed/screen froze and he was unable to reply.
From: <[email-masked]>
To: [email-masked]
Date: Tue, 16 Jun 2015 09:32:51 -0400

## New ticket ##
See this ticket in LiveChat: https://my.livechatinc.com/tickets/IIY86

Ticket subject: Chat was transferred to me because Steve&#x27;s system crashed/screen froze and he was unable to reply.

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Author: Visitor  ([email-masked]) 
Date: Tue, 06/16/15 7:02 pm
Message:
Chat transcript:
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Steve (Tue, 6/16/2015, 05:35:48 pm Asia/Kolkata)
Hello, thanks for visiting The Entrepreneurs Circle. Is there anything I can help you with at all? 

Visitor  (Tue, 6/16/2015, 05:35:51 pm)
Only just started looking at your website, need a bit more time to digest the E.C.

Peter (Tue, 6/16/2015, 05:40:04 pm)
Not a problem. Would you like me to give you an over view of our services?

Peter (Tue, 6/16/2015, 05:40:58 pm)
Please take your time. I’ll leave the chat open so you can respond when you’re ready.

Visitor  (Tue, 6/16/2015, 05:41:40 pm)
Hi Peter,

Peter (Tue, 6/16/2015, 05:42:28 pm)
Hi there. I am your chat was transferred to me because of some technical problem with Steve&#x27;s system.

Peter (Tue, 6/16/2015, 05:42:39 pm)
**I am sorry,

Peter (Tue, 6/16/2015, 05:47:21 pm)
Are we still connected?

Visitor  (Tue, 6/16/2015, 05:48:21 pm)
NO problem, I am a small business specialising in Wills, Lasting Power of Attorneys, Trust, Estate Planning. Other products Pre-paid Funeral Plans, Probates services. My background is about 25 years plus financial services experience as a Financial Adviser, but decided to change direction into the above industry. I am under the umbrella of The legal products and Legal advisers and indemnified through them. Hopefully this gives you some idea of my target market. 

Peter (Tue, 6/16/2015, 05:48:31 pm)
Please allow me a moment while I read your question.

Peter (Tue, 6/16/2015, 05:49:33 pm)
Thank you for providing that information. Before going further can I ask your name so I know who I&#x27;m speaking with?

Visitor  (Tue, 6/16/2015, 05:49:55 pm)
Sorry, I am Allan

Peter (Tue, 6/16/2015, 05:50:48 pm)
Thank you Allan.
And may I take the name of your business?

Visitor  (Tue, 6/16/2015, 05:53:51 pm)
Business name yet to be decided due to changes, Possibly SmartMove Finance, Better Planning UK Financial and Legal Services.

Peter (Tue, 6/16/2015, 05:54:04 pm)
Thanks, I hope you don&#x27;t mind my asking a few details about your business. May I ask where in the country are you based?

Visitor  (Tue, 6/16/2015, 05:55:48 pm)
Chester, Cheshire

Peter (Tue, 6/16/2015, 05:56:54 pm)
Could you please confirm that you have been in business 25years and is it growing this year?

Visitor  (Tue, 6/16/2015, 06:01:51 pm)
No, over the last 25 years I have mainly been employed and a short time self employed as a Financial Adviser. I do have a small client bank, but also at least a 7 year gap where their was no contact/communication due to circumtances at that time. So starting from fresh. Should I buy in some targeted Data.

Peter (Tue, 6/16/2015, 06:03:33 pm)
Thanks very much for those details. I think it&#x27;s best if I ask one of my colleagues to give you a call and discuss what we can do for you. May I take a contact number and email address please?

Visitor  (Tue, 6/16/2015, 06:06:08 pm)
Mobile 07929 500720 and the email is [email-masked] and their is currently a website, but still yet to be finished.

Visitor  (Tue, 6/16/2015, 06:06:47 pm)
Many Thanks for your assistance and look orwad to hearing from your colleague. Allan

Peter (Tue, 6/16/2015, 06:07:17 pm)
You are most welcome Allan. We would love to help you build your business.
When would it be convenient to call?

Visitor  (Tue, 6/16/2015, 06:08:36 pm)
Anytime today as working from home, but before the kids get home from school ie 3pm

Peter (Tue, 6/16/2015, 06:08:51 pm)
That&#x27;s great, I&#x27;ll have someone call you as soon as possible.
Is there anything else I can help you with today?

Visitor  (Tue, 6/16/2015, 06:09:32 pm)
No thanks. Allan

Peter (Tue, 6/16/2015, 06:09:39 pm)
My pleasure. Have a good day.
Thanks very much for using The Entrepreneurs Circle live chat. You can email this transcript to yourself via the button at the top of the chat window. I&#x27;d also appreciate if you could leave a comment on your live chat experience after closing the chat window. Thanks again and goodbye.

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