2 Plan Ahead Before the Call Making After Most people are uncomfortable making a phone callto someone they do not know.In order to be as effective as possible and to makethings go smoothly, it is important to plan ahead.Here are some things to plan for.Beforethe CallMakingAfter
3 Before the Call:make sure you are clear about your reason for calling – write it down if it helpswrite down important information you may need to give (times, dates, phone numbers, address, )write down any questions you want to ask so you don’t forget – it might be helpful to leave space to write down answers you gethave a pen and paper handyNext
4 Making the Call:do not have anything in your mouth (food, gum, etc.)call from a quiet placeDO NOT put them on hold to accept outside callsspeak clearly and with confidenceNext
5 Making the Call (continued) : introduce yourself and your reason for callingask politely for the person you want to speak torecord important information you get even if it is not an answer to one of your original questionsif you expect them to call you back or you plan on making a visit, make definite arrangements, if possible, and make sure you and/or they have all necessary informationNext
6 Making the Call (continued) : don’t rush – take the time to lookat your information to ensure youhave everything you needyou may want to ask them if theycan think of anything else thatmight be of help to you that youmissedpolitely thank them for taking thetime to talk to youNext
7 After the Call:review the information you wrote down and add any extra details you think of but didn’t have time to writemake sure you write the date and time of the phone call on you note paper for future referenceNext
8 You’ve made your first cold call and now have a very valuable skill.Return to Start
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