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Speak clearly. A picture paints a thousand words but the caller on the other end of the phone can
only hear you. They cannot see your face or body language. Therefore, taking the time to speak
clearly, slowly and in a cheerful, professional voice is very important.
2. Use your normal tone of voice when answering a call. If you have a tendency to speak loud or
shout, avoid doing so on the telephone.
3. Do not eat or drink while you are on telephone duty. Only eat or drink during your coffee break
or lunch break.
4. Do not use slang words or Poor Language. Respond clearly with “yes” or “no” when speaking.
Never use swear words.
5. Address the Caller Properly by his or her title. (i.e. Good morning Mr. Brown, Good afternoon
Ms. Sanders). Never address an unfamiliar caller by his or her first name.
6. Listen to the Caller and what they have to say. The ability to listen is a problem in general but it
is very important to listen to what the caller has to say. It is always a good habit to repeat the
information back to the client when you are taking a message. Verify that you have heard and
transcribed the message accurately.
7. Be patient and helpful. If a caller is irate or upset, listen to what they have to say and then refer
them to the appropriate resource. Never snap back or act rude to the caller.
8. Always ask if you can put the caller on hold. If you are responsible for answering multiple calls
at once, always ask the caller politely if you may put them on hold. Remember that the caller could
have already waited several minutes before getting connected to you and may not take lightly to
being put on hold. Never leave the person on hold for more than a few seconds or they may become
upset and hang up.
9. Always focus on the call. Try not to get distracted by people around you. If someone tries to
interrupt you while you are on a call, politely remind them that you are on a customer call and that
you will be with them as soon as you are finished.
1. "That's not our policy." This ubiquitous and pathetic excuse to avoid taking action on
complaints or requests is not only poor manners. It's also damaging. Who cares what is or isn't
"policy." What dolt sets it? Think: How can any company policy rationalize hanging up on
dissatisfied customers? If an employee cannot grant the request or fix the complaint, he or she ought
to consult a superior for advice or be given authority to find alternatives that will transform the
customer from disgruntled to appreciative. Either way, keep the customer informed at every stage.
2. "That's not my department," or "That's not my job." Like we care. Everyone and anyone
working for the company must be prepared to field any and every caller's needs. At the very least, if
the employee lacks knowledge or responsibility, he or she should get a phone number, ask a
manager for help and call back, expeditiously, with information that does the trick.
3. "Could you call back? We're real busy right now." This one boggles the business mind. But
employees say it more often than you'd think. It always makes me wonder: Busy with what? Lunch
dates? Make sure no staffer you hire ever gets away with saying anything even close to this.
4. "My computer's down," or "We're having trouble with our servers." This is simply not a
caller's problem, nor a reason to suspend service. Business runs with or without active monitors.
Even if the caller is a supplier that you hire and fire, apologize for the fact that you cannot help.
Then pick up a pencil, write down the phone number, and (read this carefully) get back to him or
her as soon as you can help — unfailingly.
5. "Didn't you get my voice mail?" In the bygone days of human operators, there was always that
handy someone to blame when you wanted to duck a call or pretend you never got the message. But
this tech update won't fly. Today, with 24/7 voice mail and (duh!) recorded timestamps, it's patently
transparent. You cannot pretend a response when there wasn't one. If you fail to return a call in a
timely and courteous manner, just face the music and apologize. This advice further applies to
people who make a habit of returning calls during off-hours, like 7 a.m., lunchtime or 10 p.m., when
respondents aren't likely to be at their desks. Oh, witless wonders: Timestamps tell all.
6. "I was just waiting to get more information before calling you back." Ditto about transparent
pretexts. Everyone knows this is a ploy. If you were really gathering info, you'd send an interim e-
mail or leave an explanatory voice mail — which is what every pro does with important contacts.
All this phrase does is insult the caller by signaling that he or she has no priority in your schedule
— or else that you're incompetent. Either way, if you're avoiding someone's calls, be more creative.
7. "Hi. Is Pat or Sam or Morgan or Tyler there?" Increasingly, people have gender-neutral
names. Sam is often short for Samantha. If you ask for Sam when she answers her phone, "you
signaled in three seconds that you're a cold call," says Chris Tessier, manager of public relations for
Pitney Bowes in Stamford, Conn. "Before making any such calls you ought to look up the
company's Web page or do a search for the person you're calling." Do your homework.
8. "Wait a sec. I'm putting you on my speakerphone." Like the hold button, this shouldn't be
used without first gaining caller permission. Many experts think it's fine once the caller says OK,
but, personally, I'm always opposed to speakerphone conversations. I find them awkward and
annoying. Voices bounce and echo. You can never quite hear anyone or figure out who's talking.
You also never know who's listening in and what kind of impression you're making on the gang
who's eavesdropping. I always feel like I'm talking to a club that didn't vote me in.
9. "I'll see that she calls you." This is pure self-protection. "You should only promise to deliver
the message, not that there will be a return call," Friedman says. It's not up to you to promise
someone else's attention. If there is no return call, you've created unnecessary disappointment or
irritation.
10. "I just buried my mother." Honestly, I wouldn't have thought it necessary to tell anyone not
to mention personal tragedies or traumas during business calls. But this one actually happened to
me. I called an online retailer to ask about a purchase that hadn't shown up after three weeks. The e-
tailer owner first said she was "at the mercy of the manufacturer," which was very slow. She then
excused her delay by literally saying her mom had just died. My take: She's got all my sympathies,
but she lost me as a customer. Never bring your personal problems into business conversations,
unless you have a long-term and personal friendship with the caller.

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  • 1. Speak clearly. A picture paints a thousand words but the caller on the other end of the phone can only hear you. They cannot see your face or body language. Therefore, taking the time to speak clearly, slowly and in a cheerful, professional voice is very important. 2. Use your normal tone of voice when answering a call. If you have a tendency to speak loud or shout, avoid doing so on the telephone. 3. Do not eat or drink while you are on telephone duty. Only eat or drink during your coffee break or lunch break. 4. Do not use slang words or Poor Language. Respond clearly with “yes” or “no” when speaking. Never use swear words. 5. Address the Caller Properly by his or her title. (i.e. Good morning Mr. Brown, Good afternoon Ms. Sanders). Never address an unfamiliar caller by his or her first name. 6. Listen to the Caller and what they have to say. The ability to listen is a problem in general but it is very important to listen to what the caller has to say. It is always a good habit to repeat the information back to the client when you are taking a message. Verify that you have heard and transcribed the message accurately. 7. Be patient and helpful. If a caller is irate or upset, listen to what they have to say and then refer them to the appropriate resource. Never snap back or act rude to the caller. 8. Always ask if you can put the caller on hold. If you are responsible for answering multiple calls at once, always ask the caller politely if you may put them on hold. Remember that the caller could have already waited several minutes before getting connected to you and may not take lightly to being put on hold. Never leave the person on hold for more than a few seconds or they may become upset and hang up. 9. Always focus on the call. Try not to get distracted by people around you. If someone tries to interrupt you while you are on a call, politely remind them that you are on a customer call and that you will be with them as soon as you are finished. 1. "That's not our policy." This ubiquitous and pathetic excuse to avoid taking action on complaints or requests is not only poor manners. It's also damaging. Who cares what is or isn't "policy." What dolt sets it? Think: How can any company policy rationalize hanging up on dissatisfied customers? If an employee cannot grant the request or fix the complaint, he or she ought to consult a superior for advice or be given authority to find alternatives that will transform the customer from disgruntled to appreciative. Either way, keep the customer informed at every stage. 2. "That's not my department," or "That's not my job." Like we care. Everyone and anyone working for the company must be prepared to field any and every caller's needs. At the very least, if the employee lacks knowledge or responsibility, he or she should get a phone number, ask a manager for help and call back, expeditiously, with information that does the trick. 3. "Could you call back? We're real busy right now." This one boggles the business mind. But employees say it more often than you'd think. It always makes me wonder: Busy with what? Lunch dates? Make sure no staffer you hire ever gets away with saying anything even close to this. 4. "My computer's down," or "We're having trouble with our servers." This is simply not a caller's problem, nor a reason to suspend service. Business runs with or without active monitors. Even if the caller is a supplier that you hire and fire, apologize for the fact that you cannot help. Then pick up a pencil, write down the phone number, and (read this carefully) get back to him or her as soon as you can help — unfailingly. 5. "Didn't you get my voice mail?" In the bygone days of human operators, there was always that handy someone to blame when you wanted to duck a call or pretend you never got the message. But this tech update won't fly. Today, with 24/7 voice mail and (duh!) recorded timestamps, it's patently transparent. You cannot pretend a response when there wasn't one. If you fail to return a call in a
  • 2. timely and courteous manner, just face the music and apologize. This advice further applies to people who make a habit of returning calls during off-hours, like 7 a.m., lunchtime or 10 p.m., when respondents aren't likely to be at their desks. Oh, witless wonders: Timestamps tell all. 6. "I was just waiting to get more information before calling you back." Ditto about transparent pretexts. Everyone knows this is a ploy. If you were really gathering info, you'd send an interim e- mail or leave an explanatory voice mail — which is what every pro does with important contacts. All this phrase does is insult the caller by signaling that he or she has no priority in your schedule — or else that you're incompetent. Either way, if you're avoiding someone's calls, be more creative. 7. "Hi. Is Pat or Sam or Morgan or Tyler there?" Increasingly, people have gender-neutral names. Sam is often short for Samantha. If you ask for Sam when she answers her phone, "you signaled in three seconds that you're a cold call," says Chris Tessier, manager of public relations for Pitney Bowes in Stamford, Conn. "Before making any such calls you ought to look up the company's Web page or do a search for the person you're calling." Do your homework. 8. "Wait a sec. I'm putting you on my speakerphone." Like the hold button, this shouldn't be used without first gaining caller permission. Many experts think it's fine once the caller says OK, but, personally, I'm always opposed to speakerphone conversations. I find them awkward and annoying. Voices bounce and echo. You can never quite hear anyone or figure out who's talking. You also never know who's listening in and what kind of impression you're making on the gang who's eavesdropping. I always feel like I'm talking to a club that didn't vote me in. 9. "I'll see that she calls you." This is pure self-protection. "You should only promise to deliver the message, not that there will be a return call," Friedman says. It's not up to you to promise someone else's attention. If there is no return call, you've created unnecessary disappointment or irritation. 10. "I just buried my mother." Honestly, I wouldn't have thought it necessary to tell anyone not to mention personal tragedies or traumas during business calls. But this one actually happened to me. I called an online retailer to ask about a purchase that hadn't shown up after three weeks. The e- tailer owner first said she was "at the mercy of the manufacturer," which was very slow. She then excused her delay by literally saying her mom had just died. My take: She's got all my sympathies, but she lost me as a customer. Never bring your personal problems into business conversations, unless you have a long-term and personal friendship with the caller.