Call & Message Guidelines

Calls

Your step by step guide to acheiving excellent quality.

Call & Message Guide

Messages

• Be responsive and acknowledge what the caller has said.
• Use empathy where needed to build a connection with the caller.
• Be approachable in your style.

• Pause before you say the strapline.
• Be upbeat and say it with a smile.
• Add "how can I help you" where required.

04

Pace of call

03

Active listening

• Keep a steady pace to the call.
• Allow for natural pauses, so you know the caller has finished talking.
• Ensure your structure flows well.

02

Tone

• Use verbal nods to acknowledge you are listening.
• Use open questions to establish the reason for their call.
• Recap back over the details that have been provided.
• Use the callers name in your questions to build rapport. "What's the call regarding please Gary?".

01

Greeting

• Ask probing questions to gather information, which you feel will add value for the client.
• Ask if there is anything else you could help with, where appropriate.

• Make use of repeat caller information.
• If re-using notes confirm details are correct.
• Answering any client related questions.

• Ensure you have the callers full name and company name (if required), and spellings confirmed.
• Use phonetics for accuracy.
• Ensure any details have been relayed back for confirmation.

• Relay information in a timely manner.
• Keep your hold time brief.
• Provide the correct excuse to the caller.
• Following any instructions listed in the system, capturing information the client requires.

08

Adding value

07

Systems

06

Accurate full details

05

Relaying information

Professional

10

Summary

09

• Maintain professionalism throughout.
• Use positive phrases.
• Avoiding slang and clipping words 'Yeah instead of Yes'.

Did you summarise what actions would be taken?

• Summarise what you have discussed
• Confirm what you'll do next.
• Where appropriate, ask if there is anything else you can help them with.

Did you remain professional throughout?

• Add anything extra that you may think would be of value to the client.
• Use the tools in RITA to assist with bringing your message together e.g. prefix sentences, My Phrases and ghost writing.

• Did you action your message correctly?
• Did you transfer or email accordingly?
• Did the client have any additonal actions you needed to take?

• Is the message laid out in the correct format? (e.g. Freeform, copy&paste, template)

• Ensure you have checked the message for spelling & grammar.

• Your message needs to reflect what happened during the call.
• Ensuring caller details, what actions you took and what you advised are listed.

Action

Format

Spelling & Grammar

Message Logged

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• Follow call handling instructions as per yell.
• Gain all required information.
• If needed, provide a reason as to why this information has not been obtained.

Following Instructions

• Keep your message concise and to the point.
• Make sure your message is relevant to the call.
• Proof read your message before you send it on.

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Top Tips