Effectively Taking Telephone Messages

Have you ever called a business only to have the person on the other end of the phone stumble through information gathering when trying to take a message for someone else? If so, you are not alone. It often seems that companies are not investing in basic customer service skills training anymore.  After all, how hard is it to ask someone for their name and other pertinent information, write that down and give the message to the appropriate person. Apparently very hard for many customer service representatives and employees in many organizations.

Effectively Taking Telephone Messages

If you ever find yourself in the situation where you are on the receiving end of a customer’s call and need to capture information professionally, the following is a “cheat sheet” of essential things you should get and record. At a minimum, when you take a message you should get this information from a caller when you answer a phone for someone else. This will aid you in providing the best customer service possible

  • Name (correctly spelled—ask caller for spelling and do not assume you know how they spell it. For example, my last name is spelled LUCAS. There is nursery in town spelled LUKAS).
  • The caller’s company name.
  • Phone number (with area code and country code, if appropriate).
  • Brief message (why they are calling and what they expect to happen next).
  • When call should be returned.
  • Time and date of the call and your name (in case a question about the message arises).

Many office supply stores sell pre-printed phone message pads to help guide message takers.

About admin

Bob Lucas has been a trainer, presenter and adult educator for over four decades. He who has written hundreds of articles on training, writing, self-publishing and workplace learning skills and issues. He is also an award-winning author who has written thirty-three books on topics such as, customer service, brain based learning and creative training strategies, interpersonal communication, diversity, and supervisory skills. Additionally, he has contributed articles, chapters and activities to eighteen compilation books. Bob retired from the U.S. Marine Corps in 1991 after twenty-two years of active and reserve service.
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