How can you use a call checklist to improve your phone etiquette?

1 Why use a call checklist?

A call checklist can help you avoid common phone etiquette mistakes, such as interrupting, speaking too fast or too slow, using slang or jargon, or forgetting important details. A call checklist can also help you stay focused, confident, and professional on the phone, especially if you are dealing with a difficult or unfamiliar situation. By using a call checklist, you can ensure that you are ready for any phone call, that you are listening and responding effectively, and that you are leaving a positive impression on the other person.

2 How to create a call checklist?

Creating a call checklist tailored to your needs and preferences, depending on the type and purpose of your phone call, can be useful. Generally, it should include the name and number of the person you are calling or expecting to call, the date and time of the call, the main objective or reason for the call, key points or questions that you want to cover or ask, the expected outcome or action that you want to achieve or request, and any follow-up steps or tasks that you need to do or confirm after the call. You can make a call checklist using a simple paper and pen, a digital note-taking app, or a specialized software tool. Additionally, you can find templates or examples online or in books. The most important thing is to make your call checklist clear, concise, and easily accessible.

3 How to use a call checklist before a call?

Before you make or receive a phone call, you should review your call checklist and make sure that you have all the information and resources that you need. You should also check your phone settings, such as the volume, battery, and signal, and find a quiet and comfortable place to talk. You should also avoid any distractions, such as music, TV, or other people, and put your phone on silent mode if you are not expecting a call. Finally, you should take a deep breath and relax, and remind yourself of your goal and tone for the call.

5 How to use a call checklist after a call?

After a phone call, you should update your call checklist with any new or relevant information, such as the feedback, decisions, or agreements that were made during the call. You should also complete any follow-up actions or tasks that you agreed or committed to do, such as sending an email, making another call, or scheduling an appointment. You should also evaluate your phone etiquette performance and identify any areas that you need to improve or practice. You can also ask for feedback from the other person or a third party, if possible and appropriate.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?