Professional Documents
Culture Documents
Workplace
Communication Skills
Unit 2
Effective
Telephone Skills
Contents
Unit overview 1
Unit objectives 3
Objectives 4
Introduction 4
Asking questions 15
Objectives 29
Introduction 29
Objectives 46
Introduction 46
Transferring calls 49
Saying goodbye 59
Objectives 68
Introduction 68
Summary of Unit 2 87
References 93
Unit Overview
Welcome to Unit 2 of WUC 107/03 Workplace Communication Skills.
In this unit, you will find yourself dealing with a familiar area which is
telephone skills. You will be given ample opportunities to develop your
basic telephone skills, learn the art of building rapport with callers,
manage different caller behaviours and make lasting impressions. In
addition, you will deal with various language functions that will assist
you in using the English language more effectively in your telephone
communication. Do bear in mind that you will find it more meaningful if
you link the information in this unit with your own experience in using
the telephone at work.
In this unit, you will find activities related to grammar, language forms
and functions as well as those involving reading, writing, listening and
speaking skills. The aim of these activities is to help you familiarise
yourself with suitable expressions that will assist you in your telephone
communication. Whenever possible, do participate in the role play
tasks available in this unit because nothing is better than practising
the language in more realistic scenarios when learning a language. As
mentioned earlier, make it a point to draw connections with your own
workplace experience while reading the information in this unit.
This unit has been designed to take about 3 weeks to complete. Your
rate of study will determine the actual time you will need to complete
this unit. It is essential that you allocate sufficient time to complete your
assignments.
Introduction
It is understandable that a good introduction can help a telephone
conversation between two strangers work more effectively. If you and
your caller put extra effort at the start, the good introduction will help the
both of you find out the other’s name and whether that person is feeling
relaxed and happy or hostile and distant, and to form an impression of the
other in terms of status and power. Whether you are calling or answering
calls, remember that first impressions are important.
This section will provide you with guidelines on the following areas:
1. Making calls.
Before we delve into telephone skills, let us first take a look at a common
pattern that is shared by most telephone calls:
Opening Warming
greeting up
Giving the
message
Closing Rounding
greeting up
Do you find the pattern familiar? Now study the following table of phrases
and responses. Some of these will be needed if you are calling through
a company switchboard.
Rounding off Thanks for your help. Thank you for calling.
Fine/Great/Okay. Okay/Right/Fine.
I look forward to Me too.
seeing/meeting you.
The table above shows you some suitable expressions that you can use
at each stage during your telephone conversation. Of course, these are
only suggestions. The suitability of these expressions will depend on the
purpose of your call and the caller with whom you are speaking. Let us
now read more about the skills needed to make effective telephone calls.
If you are calling someone for the first time, it is always helpful
to provide your name, title and what you would like to discuss.
Example
Example
Example
If you are calling someone who does not know you well, you
may want to refer to the topic you are calling to discuss.
Example
Example
Example
“Peter Wong speaking. This is the Customer Service Department. How may
I help you?”
Having started with a courteous and friendly introduction, wait for a cue
from the caller on the other end. The response will tell you whether to
continue with an informal approach or to switch to a more formal tone.
However, regardless of how formal the tone is, you should know the
name and the business of the caller you are talking to. Remember you
have the right to know who you are talking to.
Situation
Your task
For example:
You: ________________________________________________
________________________________________________
You: ________________________________________________
________________________________________________
You: ________________________________________________
________________________________________________
You: ________________________________________________
________________________________________________
Vocabulary 2.1
9. If you get a wrong number, it’s polite to say “I’m sorry, I’ve
dialed the wrong number” before you ____________ the
phone.
Open-ended questions can be used when you want the caller to explain
or discuss something.
For example: If you ask a caller “Did you receive your package?”, the
answer will either be a “yes” or “no”. However if you want the caller to
discuss the particulars of the package, you could ask an open-ended
question like this, “What was the condition of the package when it
arrived?” This way when the caller answers, an explanation is required.
Examples:
Examples:
Activity 2.3
Activity 2.4
Write the sequence of the messages that you intend to attend to:
1. __________________
3. __________________
4. __________________
Activity 2.5
Gavuri : Sorry, Ms. Sarah is not in the office right now. Would you
like me to take a message?
Gavuri : I’ll tell her right away as soon as she gets back to the
office.
Jeffry : Thanks. And please tell her that I don’t have my mobile
phone with me. Left it at home.
MESSAGE PAD
Caller’s name:
Caller’s message:
Action required:
Summary
You have also learnt about two different types of questions: open
-ended and close-ended as well as when to use them. There are
also words and expressions that you should be familiar with when
talking on the telephone. These were covered in the vocabulary
exercises.
Self-test 2.1
Answer the following questions using your own words. The main
items to be in your answers should approximate the sample
answers towards the end of this unit. Please do not look at the
recommended answers before you have attempted the questions.
Part I
You are on the phone with a customer. What do you say in these
situations?
Expressions
f. Is Monday okay?
Feedback
Activity 2.1
1. message
2. antennae
3. caller id
4. voicemail
5. redial
Activity 2.2
1. pick up
2. call back
3. check
4. pass
5. cut off
6. contact
7. hold on
8. hang up
9. put down
Activity 2.3
1. Memo 1
2. Memo 4
3. Memo 3
4. Memo 2
Activity 2.5
MESSAGE PAD
Vocabulary 2.2
1. extension
2. busy
4. through
5. hold
6. speaking
7. This is
8. Can I speak to
Introduction
As we already know, speaking on the telephone presents us with
challenges as we do not have any face-to-face signals to rely on.
Consequently, we are highly dependent on only one nonverbal signal
which is the tone of our voice. Moreover, the tone of our voice is easily
distorted due to various factors ranging from our own bias to our lack
of proficiency in English.
Each of us has a unique voice. To a great extent, our voices reflect who
we are. Learning how to use your voice to the best ability is possible for
anyone. This section is dedicated to a few areas that are aimed at instilling
Before we proceed any further, let us do an exercise that will help you
assess your own voice quality. Firstly, assess your own voice by ticking
the relevant traits. Remember to be honest.
VOICE SELF-ASSESSMENT
Rate your voice using the following self-evaluation. Check those characteristics
that apply to you and then ask a friend to help evaluate your responses.
How did you do? For every undesirable trait, you should begin work on
improving it. The skills suggested in this section should help, provided
you are willing to experiment with them.
Now, listen to the recording. If you did it properly, your intonation should
have changed according to each situation. With the change in your
intonation, the sentence should have conveyed a completely different
meaning each time.
Be more conscious of your voice intonation the next time you speak
on the telephone. We are sure you do not wish to convey the wrong
impression to your callers by employing unsuitable intonation.
There are several things you can do to produce a more desirable speaking
voice. Here are some of them:
1. You can warm up your voice by humming quietly. This will help
deepen the sound of your voice.
Tip: Did you know that customer service representatives at call centres have
a mirror on their computer monitors to remind themselves to smile when
answering calls?
Activity 2.6
• Increasing stamina.
Exercise 1 (Intake)
1. Put your fist just below your chest so that you can feel the
top of your rib cage.
3. Inhale slowly.
4. When you think you have taken in all the air you can, hold
for 3 seconds.
7. Exhale.
Exercise 2 (Outflow)
2. Slowly push the air out through your mouth. Do this as slowly
as you can.
If you get used to doing this, you will be able to control the air so
that you can project your voice easily in a large space. You will
have command over your voice. You have to do this regularly in
order to develop this kind of control.
Effective listening
Effective response
If you do not listen closely to what your caller has to say, you are probably
faced with two potential problems. You may not be able to understand
what the call is about. As a consequence, you may give an inappropriate
response. Both problems can lead to miscommunication between you
and your caller. This is not good for you personally and professionally.
The first lesson in listening is to be aware that there are only three types
of expressions you hear from callers.
Callers will:
1. Make statements.
2. Offer objections.
3. Ask questions.
“I did not think that these spare parts were going to cost this much.”
• Has an objection?
• Made a statement?
Here is a suggestion:
Caller : I did not think that these spare parts were going to cost this
much.
Salesperson : Our prices are comparable to the industry and our products
have the best reputation. May I proceed with the billing
information?
Caller : I did not think that these spare parts were going to cost this
much.
Salesperson : Our prices are very competitive. In fact, ours is one of the
lowest in the market.
Activity 2.7
Grammar 2.1
The most common form of the past tense is the simple past tense
and we use it to talk about many different types of past events.
Below are some examples:
“Last evening (past event), the manager called for an urgent meeting
and demanded all the supervisors to attend it.”
Below are some events that happened in the past, write them in
the simple past tense. The first one has been done for you.
Can you think of five activities or events that took place recently?
Write them in the spaces provided below.
1. _____________________________________________________
______________________________________________________
2. _____________________________________________________
______________________________________________________
3. _____________________________________________________
______________________________________________________
5. _____________________________________________________
______________________________________________________
Activity 2.8
Summary
This section reminds us that there are points that we should pay
attention to in order to project a clear and professional voice over
the telephone. To help you recap all the points mentioned earlier
in this section, they are listed below:
Self-test 2.2
Feedback
Activity 2.6
Activity 2.7
1. S
2. O
3. Q
4. S/O
5. S/O
6. Q
8. O/S
9. S/O
10. O/S
Activity 2.8
There are many reasons for awkward pauses. One cause could
be a lack of understanding on an issue by the other person. One
way of dealing with it would be to clarify details.
Grammar 2.1
Introduction
Displaying good telephone manners is an asset to you at work. The
way the phone is answered makes a lasting impression — some good,
some bad. First-time callers base up to 90% of what they think of your
company on their experience with that one phone call. Callers have only
two things to go on when they call — your attitude and your voice. Do
remember that the person who answers the phone has one of the most
important jobs in any company — establishing a good impression for
each person who calls through his/her telephone manners.
Here are some basic steps to help you handle the telephone:
1. Establish the caller’s situation. This means that you should find
out why the caller is calling and/or who the caller wishes to
speak to in the first place.
3. Transfer the call for the caller or give him/her the right number
to call.
Transferring calls
When you find that a call should be handled by someone else, there are
some steps that you can take. Here are some of them:
1. You can give the caller the name of the correct person and
offer to find out if the person is available.
5. Next, give the caller the name and extension number of the
person who is about to take the call (just in case the transfer
fails somehow).
If the person whom the caller wishes to speak to is not able to take the
call, offer to take a message or provide contact details so that the caller
can try again later.
Activity 2.9
Vocabulary 2.3
Choose the correct option from the words in italics. You may need
to change the form of the verb.
10. I _____________ some notes now and I’ll make the call in a
few minutes.
Grammar 2.2
“We’ve managed to lower our costs by 20% this year. (The efforts
to lower costs started in the past and our costs are now lower.)
b. His/Her organisation
e. The message
MESSAGE PAD
Caller’s name:
Company:
Caller’s message:
Action required:
Figure 2.2 A typical message pad
To help you understand how to carry out these steps, here are some
expressions that are useful:
“I am sorry but it will take me some time to get the information you need.”
“Cik Hamidah, … .”
“I’m sorry but it’s going to take a while because I will need to check with my
despatch staff about the shipment.”
“I won’t be able to call you until after lunch time, say at 2.00 p.m.”
“Cik Hamidah, I’m afraid that it’s going to take a while because I will
need to check with my despatch staff about the shipment. I won’t
be able to call you until after lunch time. Say, at 2.00 p.m. Will that
be okay?”
Tip: Your callers expect a fast response from you. When you offer to return a
call, decide on a time that you can meet. Therefore, commit to a reasonable
deadline so that you can fulfil your commitment to your caller.
Here are some ways you can say “thank you” to your callers:
3. When the call is almost over, try to reinforce the “thank you”
so that your caller leaves with a good feeling.
Saying goodbye
What do you usually say when you have spoken with your caller? Do
you just put the receiver down? Actually, there are some appropriate and
courteous statements that you should make as you finish your telephone
conversation. You should make sure that your statements serve these
functions:
Tip: You should always allow your caller to hang up first as this is part of
simple courtesy. This also gives your caller a final chance to add something.
Situation
Task
Inform Encik Ismail that you will need some time to get the
information for him. Offer to call him back at a time that is suitable
for him. Write suitable statements that convey your message to
him. Be sure to include a suitable closing statement before you
end your conversation with him.
Formal Informal
Summary
Self-test 2.3
b. So, I’ll bring both the EG128 and ES90 packages at 10.00 then.
c. So, you mean you want me to bring the both of them with me?
B: Well, firstly, could you bring with you a copy of the EG128
software? As well as the ES90 we talked about the last time?
A: 3. ______________________________________________________
______________________________________________________
A: 4. ______________________________________________________
______________________________________________________
B: Yes, that’s right. And the other thing is the time. Could we meet
at 10.00 instead of 9.00? My boss has called for a meeting
with the Heads of Department on that morning and I have been
asked to attend.
Feedback
Activity 2.9
Vocabulary 2.3
2. picks up
3. deserve
4. assists/assisted
5. is looking up
6. am attending/attended
7. prints out
8. get through
10. am making
2. they have planned to make orders before the new prices are
introduced next month.
Activity 2.10
1. En. Ismail, I will have to call you back because I will need
some time to check your particulars on the computer system.
4. Thanks for your call, En. Ismail. I will call you back shortly.
Formal Informal
Introduction
Using the telephone can be a challenge to some of us. This is because
we ‘meet’ different types of callers each time we pick up the receiver. It
is a fact that each caller is different. Experienced callers are aware that
they deal with different personalities on the telephone each time the
phone rings. In order to make every telephone call a success, we need
to recognise these differences, especially those that test our patience
and cause us to react negatively.
This section will help you recognise the two most difficult types of callers
who not only challenge us in our telephone skills but also test our abilities
in handling complaints and phone rage. Read the following sections
and see if they can help you when you face such special situations on
the telephone.
Let us first discuss the typical traits of the assertive caller. Assertive or
demanding callers are those who are quick to show authority, demand
action and usually get their points across immediately. They are also those
who spend little time on social or other non-business conversations.
Hence, their calls are usually short and crisp as their main concern is
getting their ideas across and having action taken by you. Does this
necessarily mean they are angry? No. However, we may easily mistake
them for angry callers, especially if we do not listen closely and attentively.
So, what makes a caller an angry caller? Well, the difference between the
assertive caller and the angry caller is the emotion involved. The angry
caller is usually very emotional, at least at the beginning of the call while
the assertive caller only sounds firm and business-like. The similarity
between the angry caller and the assertive caller is their tendency to
Tip: When faced with an assertive caller, do not be offended by his/her lack
of rapport because he/she is essentially interested in the business side of
things and not the social or relationship side of business.
I must remain
calm and courteous.
He is so angry.
The ability to relate with the caller is utmost important when dealing with
the angry caller. This is because the angry caller wants you to understand
how he/she is feeling — i.e., the frustration of facing the problem at hand.
On the next page are two different ways of relating with the angry caller.
Examples
b. Relating by agreeing
Examples
1. “Mrs. Chooi, you are right. You were promised a call back
yesterday and wedidn’tcall. Please accept our apologies.
Let’s see how we could get this problem solved.”
2. “Mr. Gopalan, I don’t blame you for being upset. Let’s see if
we can come up with something to overcome this problem.”
Activity 2.12
A — Assertive/Demanding Caller
AG — Angry Caller
Grammar 2.3
• Would it be possible to …?
Here are some examples that could help you when you are making
polite requests:
• Please … .
Can you think of any other examples that you could add to the list?
10. Give me your order number so that I can check the status of
your order.
______________________________________________________
Situation 1
You receive a call from Martin Sim who is frustrated with a delayed
shipment. You promised to have his order delivered to him by last
Friday. It has been a week and the shipment has still not reached
him. What would you say to Martin to calm him down?
Martin : What are you doing about it? You promised to have it
delivered to me by last Friday. What has happened to
my order?
You : _________________________________________________
_________________________________________________
_________________________________________________
Situation 2
Shalini Fernandez calls you for an update on her bill. She claims
that the figure on her bill is incorrect. She has been overcharged
by RM55. You need to check the information on the system to
find out if this is true. What would you say to Shalini?
You : _________________________________________________
_________________________________________________
_________________________________________________
Go through the 4As below to see how they can help you manage a
complaint effectively:
Attitude
A positive attitude on your part will remind you that a complaint is actually
an opportunity to improve.
Acknowledgement
Listen actively to what your caller has to say. Ask open questions. Check
your understanding. Do acknowledge that there is a cause for complaints
and show empathy.
Example
“I do know how you feel, Ms. Sim. This is truly a case of miscommunication.
Let’s see how we can solve this problem.”
Discuss possible solutions with your caller. Seek for his/her agreement
when offering alternatives or options. Never assume the caller will agree
with you on everything that you suggest.
Example
“Ms. Kim, see if you agree with my suggestions. I believe that there are two
ways that we could try to overcome this problem. We could either have the
DVD player replaced or sent to the manufacturer for repair. Which option
do you prefer?”
Action
Make sure you keep the caller informed at all times. Implement what
you have agreed and call the caller to check if the solution has been
satisfactory.
Example
“Hi, Ms. Kim. I’m Sheena from Ops Berhad. I am calling to check if the DVD
player is working fine after the repair.”
Situation 1
You receive a call from Martin Sim’s boss, Mr. Christopher Menon,
who is frustrated with a delayed shipment. Although you had
promised to have the previous order delivered to him within a
week, the shipment did not arrive. He is extremely displeased with
your organisation and services. He is aggressive on the telephone
and demands to know why the shipment is taking so long to reach
him. What would you say to Martin to calm him down?
Mr. Menon : You people don’t know what promises are. You
promised to have the shipment reach me by this
week and guess what — it is nowhere to be seen.
What are you doing about it?
You : _____________________________________________
_____________________________________________
_____________________________________________
_____________________________________________
Situation 2
Shalini Fernandez who called you last week for an update on her
bill claims that the incorrect figure on her bill was not rectified.
She also claims that the new bill still states that she owes your
organisation RM55 as stated on the previous bill. She calls you
and sounds rude on the telephone.
You : _________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
Summary
This section showed you that there are ways that can help you
handle the most challenging telephone calls — viz., those which
are made by demanding or irate callers. The number one thing to
remember when experiencing such encounters is not to take things
personally. Remember that the criticisms and insults are usually
not meant for you. They are usually directed to the organisation
because of the lack of action that is displayed.
Another thing that may help you deal with such challenges is to
put yourself in the shoes of the caller. Would you not be upset
too if a similar thing were to happen to you? This is not to justify
a rude or aggressive remark but it is to help you empathise with
your caller so that you are able to understand the situation that
he/she finds himself in. So, remember to stay calm and allow your
caller to vent. Do always be prepared to focus his/her attention
to the solution to the problem rather than give excuses that may
further infuriate him/her.
1. How did the person on the other line react to your tone of
voice?
6. On the whole, do you think the person handled the call well
even though you were an assertive or angry caller?
Feedback
Activity 2.12
1. A
2. A
3. AG
4. AG
5. A/AG
6. AG/A
7. A
8. AG
Grammar 2.3
8. I would like to know how long we would have to wait for the
goods to arrive.
10. I would like to request for your order number so that I can
check the status of your order.
Activity 2.13
2. I regret to hear about this, Ms. Shalini. Could you please let me
check the information on the system? I’ll try to rectify this matter
as soon as I can.
1. I am really sorry to hear about this. I do know how you feel, Mr.
Menon. Let me see how I can help you. Please allow me to call
the courier service to see if they have the shipment at their
warehouse. Could you please give me some time to do so? I’ll
call you back immediately.
2. I am sorry, Ms. Shalini. I am aware you are upset with us. Would
you like some time to calm down? Why don’t I call you back in
10 minutes with some information to rectify this matter?
Summary
This unit also provides you with useful steps in handling telephone
calls: transferring calls, using voicemail, taking and leaving
messages, managing calls from demanding and angry callers.
Though some calls are more challenging than others, with sufficient
practice, you should be able to display good and effective telephone
skills in order to create a good lasting impression of you among
your callers.
A student calls the Administrative Office at the end of the semester to find out
when the examinations are being held. The switchboard operator connects
the student with the Course Information Department but they do not have
the examination timetable. After several questions by the Course Information
Department, they transfer the call to the Exam Unit. The examination clerk is
out for lunch. So, the call is redirected to the teaching section managing the
examination subject. While the call is being redirected, it is disconnected.
The furious student calls back and the call is directed to you.
________________________________________________________________
_______________________________________________________________
_______________________________________________________________
_______________________________________________________________
_______________________________________________________________
_______________________________________________________________
_______________________________________________________________
Feedback
Self-test 2.1
Part I
1. Open-ended question
2. Open-ended question
3. Close-ended question
4. Close-ended question
5. Open-ended question
6. Close-ended question
7. Close-ended question
8. Open-ended question
9. Open-ended question
1. b and f
2. c and h
3. a and e
4. d and g
Self-test 2.2
2. Yes, sure.
4. Thank you.
5. Will he be in tomorrow?
1. d
2. a
3. e
4. c
5. b
Self-test 2.4
5. Yes./No.
6. Yes, he/she did but he/she could have done a better job./Yes,
he/she displayed good telephone skills./No, he/she
desperately needs help in improving his/her telephone skills.
Feedback
Attitude
Acknowledge
Thanks for the information. I can see why you are upset.
Agreement
I have two options for you. You can either call back after lunch
so that the person in charge of the Exam Unit can give you the
information you require. Or you can give me some time so that I
can find that out from the noticeboard nearby.
Action
I will pass a message to the person in charge and get her to return
your call when she gets back. If she doesn’t do so by 1.30 p.m.,
please call her at her extension.
The above references have been added to give you additional sources
of information on the topics in this unit.
COURSE COORDINATOR
Ms. Jasmine Emmanuel
PRODUCTION
In-house Editors: Ms. Lillian Chng and Ms. Michelle Loh
Graphic Designers: Ms. Patsy Yap, Ms. Chrisvie Ong and Ms. Leong Yin Ling
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