How to Conduct a Business Phone Call: 8 Steps

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How to Conduct a Business Phone Call: 8 Steps
How to Conduct a Business Phone Call: 8 Steps
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To successfully complete business phone calls, you need to prepare well in advance to save time and frustration.

Steps

Make Effective Business Phone Calls Step 1
Make Effective Business Phone Calls Step 1

Step 1. Schedule and reserve time for the phone calls you need to make

Make Effective Business Phone Calls Step 2
Make Effective Business Phone Calls Step 2

Step 2. Have a pencil and calendar handy

Make Effective Business Phone Calls Step 3
Make Effective Business Phone Calls Step 3

Step 3. Gather all the information you need before making the phone call

  • Write down the number to call.
  • Write down the name of the person you want to talk to.
  • Keep all your information and notes close at hand. For example your calendar, full name, address and phone number, email address where they can track you.
Make Effective Business Phone Calls Step 4
Make Effective Business Phone Calls Step 4

Step 4. Think about what you need to do to carry out this call and make a note of it

It may be useful to write a lineup of the topics you will be facing.

Write down any questions you want to ask

Make Effective Business Phone Calls Step 5
Make Effective Business Phone Calls Step 5

Step 5. If you feel nervous, take a moment to imagine the conversation and breathe deeply

Make Effective Business Phone Calls Step 6
Make Effective Business Phone Calls Step 6

Step 6. Dial the number

Most calls can be started with "Hi, I'm _ _. I'm calling for _ _" or "I'm calling for _"

Make Effective Business Phone Calls Step 7
Make Effective Business Phone Calls Step 7

Step 7. At the end of the call, thank your interlocutor and summarize the important points discussed

Step 8. * For example "Thank you_ _

So I'll take _ and _ to the appointment on _. "or" Thank you and see you on _"

Advice

  • Take notes if necessary.
  • Be clear and get straight to the point.
  • Remember that postponing chores only makes things worse. Think "What's the worst that could happen?".
  • Check your calendar if you have other commitments.
  • When you have to make business phone calls, turn off the TV, radio and eliminate any distractions. Babies, even babies, should stay in another room. Avoid eating, drinking, chewing butts during the phone call and other background noises.
  • Write down all new appointments or tasks immediately.

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