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> Calling
Calling
Preparation
Gather all necessary information about the call recipient.
Identify the purpose of the call.
Prepare any materials or documents needed during the call.
Set up a quiet and comfortable environment for the call.
Equipment Check
Ensure that your phone or calling device is fully charged.
Test your microphone and speakers for clarity.
Check your internet connection if using VoIP.
Have a notepad or digital tool ready for taking notes.
Call Execution
Dial the number or initiate the call on the chosen platform.
Introduce yourself and state the purpose of the call clearly.
Listen actively and provide feedback during the conversation.
Take notes on important points discussed.
Conclusion
Summarize key takeaways from the call.
Clarify any next steps or actions to be taken.
Thank the recipient for their time.
End the call politely and professionally.
Follow-Up
Send a follow-up email or message summarizing the conversation if necessary.
Address any commitments made during the call.
Schedule any future calls or meetings as needed.
Reflect on the call and note any areas for improvement in future calls.
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