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← OAB 203: Customer Service & Front-Office Skills

Module 2

Professional Telephone Skills

“A soft answer turneth away wrath.” — Proverbs 15:1

Lesson

What You Will Learn

  • Answer calls professionally within three rings
  • Place callers on hold and transfer correctly
  • Take complete, accurate messages
  • Screen calls politely

Lesson Notes

Answering the Phone

Answer within three rings. Smile; it changes your voice. Standard greeting: Good morning, Hope Community Center, this is Keisha. How may I help you? Speak clearly and a little slower than normal.

Hold and Transfer

Always ask before holding: May I place you on a brief hold? Wait for an answer. Check back every 30–60 seconds. Before transferring, tell the caller who you are transferring them to, and if possible announce the caller to the recipient (a warm transfer).

Taking Messages

A complete message includes: date and time, caller's full name (spell it back), organization, phone number (read it back), the message, urgency, and your initials. Deliver messages promptly in the method your office uses.

Screening Calls

Screening protects busy staff without being rude: May I tell her who's calling and what this is regarding? Never say someone is avoiding a call. Say She's not available right now; may I take a message?

Key Terms

ItemDetails
Warm transferIntroducing the caller to the person before connecting them
ScreeningPolitely finding out who is calling and why
Read backRepeating details to confirm accuracy

In-Class Activities

Message Drill

Your instructor will read five phone calls aloud. Complete a message slip for each on the forms provided.

Hold and Transfer Role-Play

In pairs, practice answering, placing on hold, checking back, and completing a warm transfer. Switch roles.

Assignment: Phone Script Guide

Write a phone script guide for a front desk including:

  • Your standard greeting.
  • Scripts for hold, check-back, transfer, and voicemail.
  • A script for screening a call for a busy supervisor.
  • A completed sample message slip.

Graded with the Module Assignment Rubric.

Reflection Journal

Proverbs 15:1 reminds us that a gentle answer calms anger. On the phone, your voice is all people have. How can your tone reflect patience and kindness, even when you feel rushed?

Prayer focus: Ask God to give you a gentle, clear voice that brings peace to others.

Weekly Reading & Devotions

Your Voice Is the Welcome

On the phone, your voice is all the caller has. They can't see your smile or your organized desk. They hear your tone, your pace, and whether you seem to care.

Smiling while you talk really does change your voice. So does sitting up straight and speaking a little slower than normal. Callers can hear the difference.

Taking complete, accurate messages is a quiet act of faithfulness. A misspelled name or a wrong phone number can cost someone an important opportunity. Reading details back takes a few seconds and prevents many problems.

Screening calls is sometimes necessary, but it never requires dishonesty. She's not available right now; may I take a message? is both honest and professional.

Think About It

  1. What do you notice about voices that sound caring? ______________________
  2. Why is message accuracy an act of service? ______________________
  3. How can you be honest and discreet at the same time? ______________________

Daily Devotions for Week 2

A Soft Answer

A soft answer turneth away wrath.— Proverbs 15:1 (KJV)

A calm, gentle voice can settle an anxious caller.

Reflect: How does your voice sound when you're stressed?

Pray: Lord, make my voice gentle.

Do: Practice your phone greeting with a smile.

Pleasant Words

Pleasant words are as an honeycomb, sweet to the soul.— Proverbs 16:24 (KJV)

Kind words refresh people you may never meet in person.

Reflect: Whose day could your words sweeten?

Pray: Lord, let my words be pleasant.

Do: Use someone's name kindly on a call or in conversation.

Faithful Messengers

So is a faithful messenger to them that send him: for he refresheth the soul of his masters.— Proverbs 25:13 (KJV)

Delivering messages accurately refreshes those who depend on you.

Reflect: How can you be a more faithful messenger?

Pray: Lord, make me faithful in small tasks.

Do: Read back one detail to confirm it.

Honest and Discreet

They that deal truly are his delight.— Proverbs 12:22 (KJV)

You can protect others' privacy without lying.

Reflect: Where do you need wisdom to be both honest and discreet?

Pray: Lord, make me truthful and wise.

Do: Practice an honest screening phrase.

Listening Ears

The hearing ear, and the seeing eye, the Lord hath made even both of them.— Proverbs 20:12 (KJV)

Listening well is a gift God designed us for.

Reflect: Who needs you to listen more carefully?

Pray: Lord, give me a hearing ear.

Do: Listen fully in one conversation without interrupting.

Module Quiz

  1. 1.

    How many rings before answering?

  2. 2.

    Before placing a caller on hold, you should:

  3. 3.

    Which is the best screening phrase?

  4. 4.

    You should read back phone numbers to confirm them.

  5. 5.

    List six parts of a complete phone message.