1. Making A Cold Call

2. Plan Ahead Before the Call Making After
Most people are uncomfortable making a phone call
to someone they do not know.
In order to be as effective as possible and to make
things go smoothly, it is important to plan ahead.
Here are some things to plan for.
Before
the Call
Making
After

3. Before the Call:
make sure you are clear about your reason for calling – write it down if it helps
write 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 get
have a pen and paper handy
Next

4. Making the Call:
do not have anything in your mouth (food, gum, etc.)
call from a quiet place
DO NOT put them on hold to accept outside calls
speak clearly and with confidence
Next

5. Making the Call (continued) :
introduce yourself and your reason for calling
ask politely for the person you want to speak to
record important information you get even if it is not an answer to one of your original questions
if 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 information
Next

6. Making the Call (continued) :
don’t rush – take the time to look
at your information to ensure you
have everything you need
you may want to ask them if they
can think of anything else that
might be of help to you that you
missed
politely thank them for taking the
time to talk to you
Next

7. After the Call:
review the information you wrote down and add any extra details you think of but didn’t have time to write
make sure you write the date and time of the phone call on you note paper for future reference
Next

8. You’ve made your first cold call
and now have a very valuable skill.
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