Phone Etiquette for Making a Call

Video Transcript

All right, now let's talk about this phone call itself. We've scheduled this time, we are prepared and planned up; we're good to go, so we're going to make the call. Now, a couple of things that you need to do; even if you know this person make a clear introduction; okay Tom, this is Bob Green from Accounting. We had an appointment at noon to have a conversation today, all right. Now maybe you don't need to use your last name, but you need to make a clear introduction that includes your name, and usually why I'm calling you. Why are we having this conversation? I wanted to talk to you briefly about the financials from November. I want to talk to you briefly about the agenda for the meeting on Friday, all right. That way, the listener can be mentally prepared for what okay what are we doing here? Why are we having this conversation? Another reason for you to have been prepared is time is money in business, and you don't want to take up too much of anyone's time. I mean you work, you know. Nobody has time; we don't have time. I've got stuff to get done. So you don't want to take up too much time on this phone conversation. This is why I'm calling, let's get it done, let's get to the point, Thank You, goodbye, all right. And the last thing that you need to make sure and do is maintain focus throughout the call. This was also part of the reason for scheduling the call, so that you won't have all these different interruptions. The Secretary coming in, whatever is going on, you can focus on the call; get it done, so that you don't waste anyone's time.

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