Posts Tagged 'phone skills'

Tracking Clients: Story #3

If I haven’t said it before, I learned this work the hard way. Here’s one example:

After doing some public records research, I generated a phone number for a client I was looking for after several years. I called the number.   A woman answered:

“Hello?”
“Yeah is Tanya there?” I ask.
“NO!”
“Can I leave a message for her?”
“Who is this?”
“I’m calling in regards to a health study she did a few years back.”
“She doesn’t want anything to do with your study!”
“Well ma’am, I need to hear that from her.”
“I’M HER MOTHER, AND I SAID SHE @%!&%#@…”

Well you get the drift. Anyways, it turns out Tanya was in jail, and I got the brunt of her mother’s frustration over the situation.

Lesson: First, don’t ever say you need to hear a refusal from the client and not the person you’re speaking to because they will flip out. Just say thank you and look for other leads. But do not stop your search unless the refusal comes from the client themselves.
Second, people may be rude to you, but remember there may be backstory to the situation that’s affecting their mood. I think Tanya’s mom had a good reason to be upset. I just happened to be the one calling. In other words, don’t take it personally.

Tracking Clients: “What” vs “How”

There is a difference. No matter what the strategy, if you perform it the wrong way, success will allude you. It may anyways, but it’s better to not go for the guaranteed loser.

For instance, many researchers recommend making phone calls. Absolutely. But how you talk to the person answering the phone will make or break you. Let’s start with this:

So let’s take the telemarketer and put him in the follow-up research world:

Researcher: Hello! How are you today? - Click

or

Researcher: Hi, my name is Ben Van Hunnik from the University and we are working on a research – Click

or

Researcher: Is Mr. Hum- Hump- Hummmperdinn- Click

Here’s what I suggest:

Researcher: Is Bill there?

You sound like somebody who knows Bill. And you do, at least from an organizational point of view. If they ask who you are, tell them within the realm of confidentiality.

People may feel it best to ask something like this:

May I speak with Bill?”

Could work. But acquaintances usually don’t need permission to speak to Bill. Plus, it sounds too much like “May I speak with you a moment?“, which has been used as a buffer for bad news. When working on follow-up, you don’t want people to think you’re bringing bad news, or annoying them for that matter.