Lesson 6: Phone Banking Dos + Don’ts

A GOOD CALL BUILDS CONNECTION, NOT PRESSURE.

Do’s: smile while you dial, introduce yourself clearly, keep it short, listen closely, and track responses accurately.
Don’ts: don’t argue, don’t read in a flat monotone, don’t rush through the script, and don’t keep someone on the line if they are not interested.
When you stick to these basics, your calls feel natural, respectful, and leave a positive impression.