Professional Documents
Culture Documents
Ethics
Communication Barriers
TELEPHONE ETIQUETTE
Glittering Ideas
The Greeting
A bright, cheerful greeting will lift most people‘s spirits and set the
proper tone for the call
Speak clearly and at a conversational pace; softly audible
Don‘t mumble or race through the greeting. This can give the
impression that you don‘t have time for the caller.
Thank you for calling Mr. X, my name is Joanne, How may I help you
today?
Words and Phrases That Keep Callers Cool
Taking Messages
Be prepared with pen and message slip when you answer the phone
When taking messages be sure to ask for:
- Caller‘s name (Ask the caller to correct spelling)
- Caller‘s phone number and/or extension including
code number
Repeat the message to the caller
Be sure to fill in the date, time and your initials
Place the message slip in the called party‘s inbox or in a conspicuous
place in their office such as their chair.
Don‘t forget that you can transfer them to voicemail instead of taking a
paper message, but don‘t forget to ask, ―Would you like me to transfer
you to ? Don‘t assume that the caller would rather go to voicemail.
Always ask first.
Why is it important?
A customer’s first impression of your practice is formed
during the first few seconds of contact over the phone or in
person.
More than 80% of your first time customers call before
coming into your practice
It is often said that human communication consist of
93% body language … while only 7% of communication
consists of words themselves.
Whether answering the phone or making phone calls,
using the proper etiquette is a must in order to maintain a
certain level of professionalism.
Proper etiquette leaves callers with a favorable impression
of you, your department and the practice in general.
Remem REMEMBER
That customers may have already been interacting with their telephone
key pad, and pre-recorded messages, so some of the initial impression
may be out of the hands of your agents.
Remember that you may be the first and only contact a person may
have in your practice, and that first impression will stay with the caller
long after the call is completed.
So the key moment is when the speaking starts. Engage the caller and
get them on your side.
You need to lay the groundwork even before you pick up the phone