If you met the person briefly try then you can introduce yourself by describing those circumstances. If you encounter a secretary or some other agent first then you might mention these circumstances so they can pass that along to the target person. For example, you can call and ask “I met Mr. Doe at yesterday’s business luncheon and would like to speak with him again. " Or if you get the person directly say, “Hello Ms. Jane, I met you at the lecture on the way out and would like to speak with you further. " If you are calling someone you didn’t meet then use what you can learn in context. For example, if you are calling someone at an electronics department store you might start by telling the receiving caller: “Hello, I am interested in your latest deals on blu-ray players. " Or if you are calling a professional at their home, a professor from your university but not one you have a class with, you can try something such as: “Hello Dr. John, I attend the State University and would like to consult with you on a matter. " Upon calling someone you met in an informal setting you should still use your first name, but perhaps without titles.
Call during the day–preferably around the middle of the afternoon or early evening. Try not to make a call during nighttime or dawn when you are likely to disturb a person’s sleep and/or morning routine. Pay attention to any specified hours the caller may leave in automated messages or credentials.
Use language that evokes the senses such as visual imagery or describes vivid events. However, you don’t want to be crude. For example, you could be calling a new business contact to help recruit customers for your flower shop. You could start by asking, “Wouldn’t you like your clientele to invest in the smell of roses, and see the color of lilacs?” You could be calling a person you met at a bar and want to describe how you met by reminding them of the “smell of alcohol” or “smoky atmosphere. ”
Set up a time to call your new contact perhaps even at regular intervals to keep the relationship going. Do this early, but once you have a conversation going when you can find a convenient break point. For example, you could be talking for a few minutes about your respective professional interests, and then say: “Oh by the way, I would like to set up a business call again next week. " Proceed accordingly. For a personal call you could try waiting until you’ve established a rapport with the caller before asking them for further contact. See the later section on personal calls.
Ask light personal questions, but don’t pry. For example, you can start with some simple domestic questions such as “How is your family” or “I see you like the local sports team. " In a personal setting you can ask about common interests. Taking some interest in the contact personally without pushing to the point of making them feel like you are violating their privacy is a good way to run the first few calls.
For example, you could be talking to a customer service agent for help with a recent purchase.
Be wary about exchanging your social security number. Most companies only ask for the last four digits, or offer alternative means to identify you. If neither is the case, and you have confirmed the identity of the receiver, you can consider risking giving this information out. But you should strongly think about finding more secure means to do this. You may exchange pleasantries and small talk to let the conversation become more comfortable. The agent could say something like, “I hope you are having a good morning. It’s nice weather we’re having?”
If you have a lot of details then ask them to have a way of recording them ready as a courtesy. This can be as simple as asking them if they have “pen and paper” ready. If you have a more elaborate proposal then this is a good time to make further plans for contact. Introduce the plan and offer the receiver an opportunity to get to know you and your proposal better. You could say something such as: “I have a plan for a new shopping mall let’s discuss the details over lunch. ” Or if they don’t want to meet in person just yet you can say: “How about we schedule a conference call later in the week?”
Ask them about their location’s interests such as sports teams or attractions. For example you might call a contact you don’t know very well in Kansas City and ask: “How are the Royals this year?” You can ask about the new contact’s personal life, but don’t press this too far and violate their privacy. For example you can ask “How are your kids these days?” They might tell you their status, but don’t belabor the issue.
Remind the new contact of what you discussed briefly and of any upcoming plans. Thank them for their time and give a sign off such as “Goodbye” or “Talk to you again soon” before hanging up.
After introducing yourself you will want to try some of the memory techniques from the earlier steps if it’s someone you know a little. If you are calling someone you don’t know very well then you might try some catching up. Ask, “It’s been a while, do you remember meeting me at graduation?” or you can substitute some other relevant event. If you are dealing with someone you don’t know at all then think more about why you’re calling them and what you know about their identity. If you know something about their activities or work then those can be clues as to how to start a phone call conversation. For example, you could call someone you don’t know that you found out played high school football in games you had watched. You can start the call by introducing yourself and saying: “I remember you from the high school playoff game. . . . " then go on with your conversation. If there is no connection you can establish then the burden is on you, as the caller, to introduce yourself and your intentions. State your name and what you are calling about quickly to reduce any sense of anxiety the other caller may have. Perhaps say, “I’m John Doe and I need to ask you a favor regarding the noise level in your house. . . . " or whatever the reason may be.
For someone you don’t know very well you should steer the conversation to common interests in popular culture, literature, food, and so forth. This will extend the conversation and make it more positive. For example, you could ask: “Do you like sushi?” or other cuisine. If they agree, this can even be the means to an in-person meeting. For someone you don’t know at all, you can attempt this common interest approach as well. Perhaps after you’ve made your intentions clear you can then make the conversation friendlier by asking “So, do you enjoy science fiction movies?” Depending on the degree of your involvement with the other person this may even lead to an in-person meeting. But don’t press.
You don’t need to use formal titles and positions when addressing the recipient in this scenario, but you don’t want to use crude nicknames or shorthand. Use their full names unless they suggest otherwise. Make calls at the same reasonable times you would for a business–late morning or early afternoon. Unless told otherwise.
Take advantage of visual, auditory, and other sensory descriptors. But don’t be crude. For example, you could be calling someone you don’t know very well and recalling for them: “Remember when you ran into me by those wonderful smelling flowers?” Although, even a foul smelling memory might help with the call if you can play it off as humorous and say it something like this: “Remember me? The guy you fell into the puddle of mud with?”
Use the common interests you established earlier to discuss activities you might do together or at least have regular conversations about. For example, you can have phone conversations about the latest comic books, or exchange recipes. Be diligent about giving each other new and updated phone numbers if and when they are changed.
