When performing outbound calls, the agent must start by introducing themselves and the company name clearly to the client.
ย ย ย Example:
โHello, this is [Agent Name] calling from Foodics. Is this a suitable time to talk?โ
๐งญ Step 1 โ Confirm Call Timing
After the introduction, ask if itโs a suitable time for the call. Based on the clientโs response, proceed as follows:
โ
If the client says the time is suitable:
โ Continue with the conversation normally.
โ If the client says the time is not suitable:
โ Politely ask for the best day and time to call back.
๐๏ธ Step 2 โ Recording Call Back Details
If the client provides a specific date/time:
โ Register the callback information in the callback sheet (include client name, date, and time).
โ Ensure the follow-up call is made exactly at the requested time.
If the client provides another day without a specific time:
โ Do not push for a specific time.
โ Simply plan to call the client on another day, but at a different time than the first attempt.
Example:
If the first call was made in the morning, schedule the follow-up call for the evening the next day
๐ก Additional Notes
Always maintain a polite and professional tone throughout the conversation.
Ensure all callbacks are tracked accurately to avoid missed follow-ups.