Sample Telephone Preparation Form

Date:
___________________________________________

Person to contact: (full name and title)
___________________________________________

Company name and address:
___________________________________________

___________________________________________

___________________________________________

Telephone number:
___________________________________________

Introduction:
Caller: Hello, my name is (first and last name). Would you tell me the name of your personnel director (or hiring person)?

Answer: That would be (name is given).

Caller: Thank you, is ____________ available at this time? May I please speak to him/her.

Outline of Script:
Caller: (Call name of person) my name is __________ and I would like to discuss possible future employment. Currently I am upgrading my computer skills and am experienced in customer service and completing business forms. I have nearly two years experience working as a receptionist in a dental office. I would like to visit with you about my qualifications if you have any openings.

Conclusion:
Caller: Thank you for taking time to talk to me. I will be in contact with you .
or
Thank you for taking time to talk to me. I will be contacting your secretary to set up an appointment next week.

Results/comments:
Make notes of what was discussed.

Follow up actions to be taken:
Make notes of what you said you would do and when you would do it by.