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Etiquette for Placing a Call

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Submitted By zhangrui
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1. PLACE A CALL

When you are the caller, it’s good manners as well as good business to try to make the conversation as convenient and efficient as possible for the person you’re contacting.

2.1 Be organized before placing your call. You’d better prepare any questions you want to raise and any topics you want to cover.

2.2 Apologize if you dialled a wrong number. Don’t just hang up. When you apologize, don’t argue about why the person isn’t who you thought it would be. It’s your mistake, not the recipient’s! You may be irritated, but you should sound sincerely sorry. For example, ‘I’m sorry. I must have reached the wrong number.’ 2.3 Identify yourself or your company. You must let the recipient know who you are at first. If not, sometimes after you talk a lot things, the recipient even does not know who you are or which company you come from. For example, ‘Hello, this is Mary Jones of ABC Company. Is Mr. Lee available?’

2.4 If you must leave a message or ask someone to call you back, it’s polite to leave your number, even for those you call regularly and provide information on the best time to reach you, especially if you are going to go out.

2.5 Quickly explain why you’ve called and ask if this is a good time to talk. ‘Dropping in’ unexpectedly by telephone can be as rude as doing so in person. Make sure the recipient is free to talk with you.

2.6 Be realistic about whether the matter in question really should be discussed over the phone. Sometimes when you make a face-to-face discussion, you can read the other person’s expressions and have more of his attention, would be a better solution.

2.7 Let the person know if someone else is on the line, or if someone is going to be listening to your end of the conversion, especially if one of you is on a speakerphone. It is because some recipients may not want let other people know the content of the call.

2.8 Listen to what the other person is saying. When the other is speaking, it should not interrupt him/her to show your respect. Also, you should pay attention, in case you fail to listen.

2.9 Deal with distractions. Avoid side conversations with someone else in the room. If you must stop your conversation, let the person on the line know. Say something like: ‘Excuse me one moment, please.’

2.10 Watch your language. Be careful what you call the person you’re speaking to. Call him or her by name with the correct title. Don’t use Ms. if she prefers Mrs.

Be careful about using ‘you’ statements. ‘You forgot’ or ‘ you must’ can sound accusatory on the phone, even when said in a moderate tone. You can use the form of a question: ‘Could you get that to me by Monday?’

Use verbal prompts to encourage the speaker: ‘Uh huh,’ ‘I understand.’ ‘I see,’ and ‘ok.’

Be positive and polite when responding to and make requests: ‘ I’d be happy to look into that’ and ‘ please remember to…’

1.11 Close your conversation politely. Don’t talk too long when you make a phone call. You may think the listener is fascinated but, in reality, he may be drumming his fingers and rolling his eyes, waiting for a break.

End you phone conversation with a conclusive statement and a polite acknowledgment, such as, ‘I will finish my part by Monday. It’s been nice talking to you. Thank you very much!’

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