Phone Dialogue
Greeting
1. Hello, “Office Name”, this is "your name." May I have your name please?
Write down the callers name on the log sheet.
GATHER CALLERS INFORMATION
2. May I have your extension or contact phone number?
Write the callers information on the log sheet.
3. Thank you "use the caller's name," how may I help you today?
Write down a brief description of the situation in the call log.
If possible, use the CALL TIPS below to attempt to assist the caller.
If you cannot assist the caller over the phone within five minutes let them know that their name and number will be forwarded to the manager for follow up.
4. Ask them if there is anything else I can help you with? Thank you and have a good day.
CALL TIPS
Transfer a call
· Press the transfer button
· Enter in the extension where the call will be transferred
· Listen to the phone ring once