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The 11 Essential Rules of Phone Etiquette

Smile and the world smiles with you.

  1. Answer a call within three rings.

If your position entails always being available to callers, you should actually be available. That means staying focused and answering calls immediately. The last thing you want to do is keep a customer waiting after a string of endless ringing or send them to voicemail when you should have been able and ready to reply.

As long as you are alert and at your phone at all times -- excluding breaks -- this rule should be fairly simple to follow. However, we recommend responding within three rings in order give yourself enough time to get in the zone and prepare for the call. Picking up the phone right away might leave you flustered.

  1. Immediately introduce yourself.

Upon picking up the phone, you should confirm with the person whom they have called. In personal calls, it is sufficient to begin with a “Hello?” and let the caller introduce themselves first. However, you want to allow the caller to know if they have hit a wrong number, as well as whom they are speaking with.

Practice answer the phone with, “Hi, this is [Your first name] from [Your company]. How can I help you?” Your customer will be met with warmth, which will encourage a positive start to your call. And, if it ends up being an exasperated college student trying to order pizza, they will at least appreciate your friendliness.

  1. Speak clearly.

Phone calls, while a great option for those who detest in-person interaction, do require very strong communication skills. For one, the person on the other end of the line can only judge you based on your voice, since they don’t get to identify your body language and -- hopefully -- kind smile.

You always want to speak as clearly as possible. Project your voice without shouting. You want to be heard and avoid having to repeat yourself. A strong, confident voice can make a customer trust you and your support more. In case of bad cell service or any inability to hear or be heard, immediately ask to hang up and call back.

  1. Only use speakerphone when necessary.

We all know the trials of speakerphone. It is easier for you because you can use your hands to multitask. However, for the other caller, it is like trying to hear one voice through a honking crowd of taxis in Manhattan -- impossible and frustrating.

Give your customers your full attention, and avoid speakerphone. This will make it easier for both parties to be heard, and it will ensure that you are actually paying attention to them. You may need to use speakerphone at rare occasions, such as when it is a conference call or when you are trying to troubleshoot on the phone. While speakerphone may be appropriate at these times, it’s always better to use a headset to remain hands-free.

  1. Actively listen, and take notes.

Speaking of paying attention to your customers, it is essential that you are actively listening to them throughout the conversation. Actively listening means hearing everything they have to say and basing your response off of their comments, rather than using a prescribed script. This proves to your customers that you’re present and are empathetic to their inconveniences.

It is helpful to take notes during support calls. You will want to file a record post-conversation, and notes will be immensely helpful. It also ensures that, during long-winded explanations from customers, you can jot down the main points and jump into problem-solving without requiring them to repeat.

  1. Use proper language.

A key difference between professional and personal phone calls is obvious -- the language. It might be acceptable to use slang and swears when talking on the phone with your friends, but this kind of language can cause you to lose a customer for life.

Always be mindful and respectful when on the phone. You never know what customers might be offended by something you say, so it is best to use formal language. It is okay to throw in humor if appropriate, but never crack a joke that could upset a customer.

  1. Remain cheerful.

You never know when a customer is having a bad day. When someone is rude to you on the phone, your immediate reaction may be to put them in your place. First, though, take a moment to step into their shoes and recognize why they are so upset.

The point is to always remain positive and friendly, especially in the face of negativity. Your optimistic outlook may be enough to turn a failing phone call right around. Remind yourself that the last thing your customer probably wanted was to spend their afternoon on the phone with customer support. So, make that call the best it can be, and it may create a loyal, lifetime customer.

  1. Ask before putting someone on hold or transferring a call.

There is often nothing more infuriating than being put on hold. After waiting on hold for ten or fifteen minutes to speak with a real-life human being, you finally get to explain your problem. Then, you’re immediately put back on hold and then transferred to someone else to whom you must re-explain the whole problem. Talk about exhausting.

However, if you must put a customer on hold or transfer their call, always ask for their permission first. Explain why it’s necessary to do so, and reassure them that you -- or another employee -- are going to get their problem solved swiftly. By keeping your customer in the loop, they’ll be less inclined to complain about a long wait time.

  1. Be honest if you don’t know the answer.

You might need to put a customer on hold or transfer their call if the dreaded occurs -- you do not know the solution. Perhaps you have tried everything you can or simply have no idea what they are talking about. Do not panic; customer support representatives are humans, too, and it is okay not to be the omniscient voice of reason.

It is best to admit when you do not know something, rather than making excuses or giving false solutions. However, tell them that you are going to do everything you can to find an answer and get back to them momentarily, or find a co-worker who does know the answer. Customers do not typically expect you to have all the solutions at hand, but they will expect you to be transparent.

  1. Be mindful of your volume.

You may be so focused on your phone call with a customer that you’re barely paying attention to your present setting. When working in a call center, things can get pretty loud. You always want to be mindful of your volume and ensure that you are not disrupting the ability of your co-workers to speak to customers and get their work done.

If you are on a call that requires you to speak louder due to a bad connection or a hard-of-hearing customer, simply step out of the room and speak with them separately. Your customers are always your main concern, but you do not want to inhibit the work ethic of others in your workplace.

  1. Check for and respond to voicemails.

It is quite possible that a customer might reach out to you when you are on a break or after you have left work for the day. If it is possible for you to receive voicemails, make sure you are always checking for them. It is easy for a voicemail to slip under the radar, but the customer will not easily forget.

Start and end each day by checking your voicemail. It takes just a few minutes and can avoid a lost customer support request. Your customers will appreciate your prompt response, and you can get on to doing what you do best -- providing knowledgeable and friendly support.

About the POEC

To administer and enforce the Public Officers’ Ethics Act which comprises of the code of conduct and ethics for public officers and declarations of income, assets and liabilities for designated public officers.