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Basic Phone Etiquette Non Workers Comp Rant On Marketing Calls


Basic Phone Etiquette Starts With Very First Words

My Basic Phone Etiquette rant comes from a few calls I have received this week.  Today, I thought I would divert from Workers Comp and possibly rant on one area that is becoming very prevalent in running a business.   I do not mind marketing calls.

Picture Of Businessman And Businesswoman Phone Etiquette With Headphone

However, the one key area that most of the phone marketers miss overall is to ask the receiver of the call if they are busy or in a meeting.   Your product is important to you as the marketer.  I understand you are trying to sell your wares in one of the toughest economies in history.

Please ask if I am on another call, in a meeting, or in the middle of something at the start of the call.  I have taken time away from what I was doing to answer your call.  There is a disturbing trend where the phone marketers just start into their spiel.

Often, I, or any other business person may be in the middle of something that needs addressing at that time.  If you ask the question in the above paragraph, you and your company will be remembered as mannerly, business-like, etc.

Woman Phone Etiquette On Office Table

There have been a few times where I actually might have been interested in your product, but I will never get past the first phone call without that question being asked when I pick up the phone.  Of course, the calls to the business phone are screened, so that might be a moot point.

The calls to my cell phone are the ones where I assume anyone that wanted to do business in the future would ask the golden question – Are you in the middle of something?   I could be driving, in a meeting, talking with someone on a land line, etc.

OK, so that is the end of my vent/rant.   Thanks.

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James J Moore - Workers Comp Expert

Raleigh, NC, United States

About The Author...

James founded a Workers’ Compensation consulting firm, J&L Risk Management Consultants, Inc. in 1996. J&L’s mission is to reduce our clients’ Workers Compensation premiums by using time-tested techniques. J&L’s claims, premium, reserve and Experience Mod reviews have saved employers over $9.8 million in earned premiums over the last three years. J&L has saved numerous companies from bankruptcy proceedings as a result of insurance overpayments.

James has over 27 years of experience in insurance claims, audit, and underwriting, specializing in Workers’ Compensation. He has supervised, and managed the administration of Workers’ Compensation claims, and underwriting in over 45 states. His professional experience includes being the Director of Risk Management for the North Carolina School Boards Association. He created a very successful Workers’ Compensation Injury Rehabilitation Unit for school personnel.

James’s educational background, which centered on computer technology, culminated in earning a Masters of Business Administration (MBA); an Associate in Claims designation (AIC); and an Associate in Risk Management designation (ARM). He is a Chartered Financial Consultant (ChFC) and a licensed financial advisor. The NC Department of Insurance has certified him as an insurance instructor. He also possesses a Bachelors’ Degree in Actuarial Science.

LexisNexis has twice recognized his blog as one of the Top 25 Blogs on Workers’ Compensation. J&L has been listed in AM Best’s Preferred Providers Directory for Insurance Experts – Workers Compensation for over eight years. He recently won the prestigious Baucom Shine Lifetime Achievement Award for his volunteer contributions to the area of risk management and safety. James was recently named as an instructor for the prestigious Insurance Academy.

James is on the Board of Directors and Treasurer of the North Carolina Mid-State Safety Council. He has published two manuals on Workers’ Compensation and three different claims processing manuals. He has also written and has been quoted in numerous articles on reducing Workers’ Compensation costs for public and private employers. James publishes a weekly newsletter with 7,000 readers.

He currently possess press credentials and am invited to various national Workers Compensation conferences as a reporter.

James’s articles or interviews on Workers’ Compensation have appeared in the following publications or websites:

  • Risk and Insurance Management Society (RIMS)
  • Entrepreneur Magazine
  • Bloomberg Business News
  • WorkCompCentral.com
  • Claims Magazine
  • Risk & Insurance Magazine
  • Insurance Journal
  • Workers Compensation.com
  • LinkedIn, Twitter, Facebook and other social media sites
  • Various trade publications


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