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Best Practices for Screening Calls

 

Learn techniques for screening out unwelcome callers and ensuring that valued clients are speaking to the most appropriate individual.

Phone calls are just another part of the job for the assistant/gatekeeper. Learning how to screen phone calls without offending the caller is a critical skill when we are trying to protect our executive's precious free time. This topic will help you to better incorporate general business phone etiquette into your conversations while also practicing techniques for screening out unwelcome callers and ensuring that valued clients are speaking to the most appropriate individual to address their needs. We'll also cover the common limitations and issues that can arise with phone calls, from feeling like we might need to lie to cover for a boss who is not returning calls to handling irate callers. This information will help you feel inspired to rise to this challenge with new tools in your arsenal.

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Agenda

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Best Practices for Screening Calls

Faculty

Marie R. Herman, CAP, OM, ACS, MOSM

Marie R. Herman, CAP, OM, ACS, MOSM

MRH Enterprises LLC

  • Owner, MRH Enterprises LLC
  • Supported Chief Technology Officer at Fermi National Accelerator Laboratory and Chairman Emeritus of ServiceMaster in her prior roles
  • Conducts regular seminars, workshops, and study groups on technology and professional development topics with a particular focus on office professionals
  • Published author of numerous articles including being regularly featured in Executive Secretary magazine
  • Microsoft Office Specialist Master
  • Certified Administrative Professional with an organizational management discipline
  • Member of the International Association of Administrative Professionals and American Society of Administrative Professionals
  • Can be contacted at [email protected] or on Twitter® @msmarieh
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Best Practices for Screening Calls

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