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Phone Etiquette & Customer Impressions


By Nathan Gawlik
Nathan Gawlik's experience includes being a General Manager of a Hampton Inn and other front line roles such as a Banquet Captain, Front Desk Agent, Housekeeper, Catering Event Manager, and Director of Sales.

Phone Etiquette & Customer Impressions


A lasting first impression often comes within the first 10 seconds of meeting someone. This is also true of your property. This impression can begin to form long before they meet you. As your guests pull into the parking lot, what is the first impression you want them to have when they see your property? This same impression should come across in your initial in-person interaction and over the phone. 

When it comes to the phone, it's pretty easy to make a great first impression; you simply focus on sounding professional, being eager to help, and smiling. Believe it or not, people can tell if you're smiling, even over the phone.

The 10-second rule: Make your first impression match the desired company image.

Choose a Universal Greeting

Decide as a team, or perhaps for your team, to have a unified greeting that works for your property. Typically, a phone call can be made up of three opportunities to do this: the Introduction, Offering, & Ending. Here are some examples that you can pick and choose from to elevate your guest's experience:

Introduction:

Good Morning/Afternoon Thank you for calling [property] This is [your name]

Offering:

How many I assist you?

can I be of service?

What can I do for you?

Ending the call:

Will you be needing any further assistance?

Anything else I can answer for you?

Feel free to check us out online at abc.com for further assistance. Have a wonderful day

Introduction:

Good Morning/AfternoonThank you for calling [property]This is [your name]

Offering:

How many I assist you? How can I be of service?What can I do for you?

Ending the call:

Will you be needing any further assistance?Anything else I can answer for you?Feel free to check us out online at abc.com for further assistance.Have a wonderful day

*Key Tip: Another quick note when ending the call is to reiterate their contact information if they are expecting a callback. A vital responsibility of a receptionist is to Direct and Connect. There is nothing worse than having the best intentions to fulfill the guest request yet falling short when you can't get a hold of them again.
man on the phone at his computer

Touchpoints

In marketing, interactions with a customer are referred to as Touchpoints, according to smallbusiness.com:

"Touchpoint Guru" Hank Brigman defines a touchpoint as an influential action initiated by a communication, a human contact or a physical or sensory interaction. Each touchpoint is a message that literally "touches" a customer in some way. Collectively, touchpoints create the customer's experience.

It's important to consider what message you are portraying to your prospective guests with each interaction. Evaluate what a customer can assume about a property after each touchpoint.

Phone: Staff member answers the phone just by saying, "Hello."

What is your immediate assumption? Do you think you called someone's residence and not a business? Do you immediately need to get clarification if you have called the right place? Does this lead you down the path that this person may not be able to anticipate your needs right off the bat?

Voicemail Greeting: The voicemail is unprofessional

It's one thing to be fun and try to sell your property during your voicemail; it's another to be unprofessional and seem unorganized. We want the caller to get a sense that your property will be the one to give them the best experience possible.

Front Entrance: The sign out by the curb has bullet holes in it.

Do you think guests driving into this property may feel unsafe? What other assumptions might they make? Is it sending the right message?

The point is, you are constantly sending a message to your potential customers whether you realize it or not - be sure the message is a positive one. You want to communicate competency, convenience, and personalization. 

Hold Please

I've hung up on people because they don't know how to use this easy feature and have poor phone etiquette. On one occasion, I was ordering pizza and the owner's son answered. He didn't know anything about the place. Every question was directed over his shoulder to his dad. I could hear him lean on his shoulder and repeat my simple inquiries. I decided that it was going to take too long to get what I needed so I just moved on and that pizza place lost a customer. I never ordered there again.

Use hold. It's what it's there for. Be sure to ask the guest first.

Can I put you on hold for a moment, please? Wait for a response
Would you mind holding for a few seconds? Wait for a response
If it's okay with you, I am going to put you on hold a moment.


If you know you don't have time for a person on hold, ask if you can call them back. Take down their name and number and explain to them when you might be able to call if it's going to be longer than a reasonable amount of time, or about ten minutes.

If they insist on holding, be sure to reassure them that their call is important to you. Once back on the line, say something like, "Sorry to keep you waiting, thank you for your patience"

Sell Sell Sell
Another great skill to master is the use of dead air time to further sell your guests. Try something like, "while I'm looking up those rates, let me tell you a little bit more about our property," or "I invite you to check us out online at abc.com." 
woman hand up to phone

Handling Rude or Upset Callers

Stay calm. Do what you can to try and defuse the situation. Often the best way to do this is to seek first to understand, then be accommodating and offer to help. Don't drive a wedge between you and the caller, instead seek common ground. Most of the time these people just need to get something off their chest.

Example: Can you tell me more about that? How did that happen? What led to the issue? Please tell me how I can help.

You could also choose to repeat their statement back to show you understand.

Example: So what you're telling me is...?So when this happened my staff said...?

Do not exceed their level of intensity. Remember you are trying to de-escalate. If someone is mildly upset and just being rude, don't get overly excited. Either match or reduce their level of intensity. If you are overly calm and monotone, you run the risk of seeming unsympathetic and disinterested in their concerns.

Example: Your pet was nearly run over by a staff member!? Oh my gosh, are they okay?

Empathize with them and start to build that bridge. Try to think like them. Remember everyone's individual problems mean the world to them. Whether it is a stubbed toe or a broken leg - it's a big deal.

Example: I'm sure that was awful, can you tell me more about that? I can't imagine, that must be terrible. Please continue.
Hands pulling rope playing tug of war
Don't speak in absolutes, like always, never, guarantee.

Use positive phrasing techniques to calm irate callers. Using negative phrasing will only firmly cement the other person in opposition of you and lengthen your conversation. It takes two to argue, so be sure to concede early on.

Avoid biased inflection in your speech. This is the equivalent to a verbal eye roll. This is often paired with the absolutes above. This doesn't help to build a bridge of understanding and stable communication.

Example: We would NEVER-EVER, treat someone like that. I guarantee it didn't happen that way. We ALWAYS offer the best service. I'm sure you are lying.

In the above example, the caller's character is being questioned. They have been backed into a corner and can only fight back. Instead, validate them. Everyone is entitled to how they feel and you can't control that but you can try to find some common ground.

If all that doesn't work, ask if they would like to talk to a supervisor, if you aren't one. If you are a supervisor, be ready to manage irate callers. Speak calmly and slowly. Be understanding but firm. Don't over promise and under deliver.

Remember the customer isn't always right but they are paying you. It pays to take a breath and try your best to win them over. Your role is that of a detective. Exhibit a willingness to unravel the trouble and express that good intentions may have missed the mark. Do this and they will be patrons going forward.

In fact, 70 percent of customers stated if their issue was resolved in their favor they would come back. You can find more positive phrasing examples in our other article here

What Can You do to Hone Your Communications Skills
Consider the following 8 conversation skills when you're speaking over the phone. How would you rate yourself in each one?

1. Tone: Do you smile when you talk? Are you friendly? Even in the face of negativity?
2. Pace: Do you speak really fast? Do you find yourself interrupting the person you're speaking with?
3. Diction: Do you speak clearly? How often do you repeat yourself?
4. Word Choice: Do you use simple layman's terms? Avoid using tech talk or specific industry terms, slang or bad grammar.
5. Distracting Noises: Every phone has a mute button - don't be shy about using it. If you're going to take a drink, clear your throat, cough, etc., use the mute button.
6. Take Turns: Make sure you're allowing them to finish before speaking.
7. Respect: Avoid being blunt or making inappropriate comments, jokes, etc. You never know what someone's personal beliefs may be, so keep it professional.
8. Salutations: Do you start and end with a formal greeting? 
woman on the phone

Voicemail Greeting

Salutations. Start and end your voicemail with a formal greeting of your choosing, typically a friendly thank you.

Personalize it. Try to avoid the standard default greeting for your business. This should certainly be updated. Likewise, don't be overly generic. Remember, this is a touchpoint with a potential customer. What message do you want to send them? All these touchpoints may be considered in their buying decision. People tend to feel that voicemail is already impersonal and cold. A pre-recorded mechanized voice that says, "you have reached (pause), John Doe, (pause) please leave a message," doesn't instill confidence that the call will be returned.

Your greeting should consist of your name, property and your title. This can help the caller know that they have reached the right person.

If you change your voicemail often, indicate how long the voicemail is valid for by referencing the date. This is useful if you are going on vacation and need to manage the caller's expectations if the response time will be delayed. Extended absence greetings can also be used for time of day. For example, if you can't answer the phone between 6:30 am to 8:30 am because you're making your guests breakfast, provide that time window in your voicemail. This is especially helpful for inhouse guests who might be trying to reach you.

Add seasonal specials. Likewise, seasonal properties often change their voicemail greeting based on the time of year. If this is the case at your property, your voicemail might sound something like this:

Thank you for calling (property name), the oldest lighthouse Bed and Breakfast in Maine. You have reached Celeste - owner and operator of (property name). This message is valid for the Summer of 2022. Harbor tours, lodging reservations, and dining cruises are open and we are currently taking reservations. We're sorry we missed you but if you leave your name and phone number we'll call you back just as soon as we can. Feel free to check us out online at CranberryHarborLighthouse.com. We look forward to your stay!

If you need to have your phone tree set up to multiple different voicemails, that is a great option to help route calls. Common voicemail boxes are typically divided up by department. Each Department voicemail box should have its own unique greeting to further advertise and showcase that department's offerings.

Give alternate contact info. If you can't be reached but want to give the caller an option to try another department, most phone systems offer an attendant feature. You will need to leave instructions for the caller to dial a number, like 0, to be brought back to the phone tree where they can choose another department.

Another option is to simply supply a mobile phone number in case of an emergency. Most office phone systems also have a call forwarding feature. These can be useful when you are away for an extended period. They can either allow the call to go straight to voicemail so the caller doesn't have to wait through an entire ringing cycle or they can be sent to your cell phone.

Clean up your voicemail
Manage your voicemail like you manage your bills - don't let them pile up. You don't want to miss an important message or a booking because your mailbox is full. 
Hostess on the phone at the hotel

Leaving a Voicemail

Personally, I really like to leave my primary contact information twice or more than simply leaving one form of contact information. There is nothing worse than the listener being unable to understand your phone number and therefore unable to call you back and address your needs. This inevitably leads to you getting frustrated and calling them again with an assumption that there was a service failure on their part. My voicemails follow the below format; feel free to take whatever piece of it that you prefer.

Hi, this message is for Michelle Smith. My name is Nate Gawlik at The Prada House B&B. It's just past 4 pm on Monday. I can be reached at (insert phone number). I'm calling because I need to order 30 custom embroidered bathrobes as soon as possible. We have an account with you so if it's more convenient for you, feel free to email me at ngawlik@thepradahouse.com or again, I can be reached at (insert phone number). We need to confirm this order by midweek at the latest or we will have to move on to another vendor. Thank you for your time.

I indicate that I know who I need to speak with. The listener knows if my message is relevant to them or should be forwarded immediately.

I then begin my brief story. What does every good story start with? A setting. I indicate the date and time as a convenience to the listener so they don't have to check envelope information. Plus this is a subtle way to let them know that timeliness is important to me and my needs should be met within a timely manner.

I then provide my phone number at the beginning of the call and again at the end. If the listener is sitting there with a pen and paper, they have nearly everything they need within the first 15 seconds of the call.

Furthermore, have you ever had to re-listen to an entire voicemail again because you missed a digit in their phone number? You have to sit through their 2-minute message again, just for one small detail buried at the end of the message.

I then get to the body of the voicemail and explain why I'm calling.

If possible, I try to give them contact info options, since they may prefer one over another. Often email is far better for ordering. Always consider the medium in which you are choosing to communicate. Is it better to just have the person text you? Let them know if that's the case. Voicemail is a helpful tool but there are so many occasions when you're really busy and you might end up playing phone tag.

Finally, if there is time, and it's important to me, I'll do what I can to manage expectations. If I'm spending money with someone it's going to be on my time. In this case, I mentioned that it was the end of the workday and that this needed to be handled by midweek - meaning they know I don't need a callback today. 

Summary

What you need to know when answering the phone at your business:

  • Be aware that any interaction might be the first impression someone has of your business. Make each interaction the best it can be. It takes 12 positive experiences to make up for 1 unresolved negative experience.
  • Always provide your name. It's only polite.
  • Make an offering at the end of your introduction to answering the call. This lets the other person know that it is their turn to speak and you are ready to be of service.
  • Have a pen and paper at the ready when answering calls.
  • Be as attentive as possible and repeat the information you have back to them.
  • Do your best to resolve any inquiries. The person on the line is calling you because you are the authority on the subject of their inquiry. If you don't know the answer to their question, tell them as much. But then either offer to find out the answer or provide them with information where they might be able to find out. Simply stating that you don't know isn't helpful and again can contribute to a less than favorable impression that can have lasting consequences on that prospective customer's experience.
  • Use the hold feature. It's what it's there for.
  • Don't speak in absolutes, like always, never, guarantee.
  • Don't place blame. Avoid saying things like, "did you think to...," "well you should have...," or "that's where you went wrong."

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