How to answer the phone professionally

Updated by Ramy Khuffash

The first ten seconds of a call decide whether the customer feels looked after. Here is what to say, what to avoid, and what to do with the calls you can’t get to.

The basics

  1. Pick up within three rings. Any longer and callers start to wonder whether anyone’s there.
  2. Say the business name, then your name. The caller knows they’ve reached the right place and who they’re talking to.
  3. Offer to help. “How can I help?” hands the call to them, and is warmer than “What do you want?” or a silent pause.
  4. Smile while you talk. It sounds odd, but it changes your tone, and callers hear it.
  5. Use their name once you have it. “Thanks, Dana” makes a routine call feel personal.

Greetings you can use

  • “Thank you for calling Harbor Street Plumbing, this is Sam. How can I help?”
  • “Good morning, Juniper Hair Studio, Ava speaking.”
  • “Northside Dental, this is Jordan. How can I help you today?”
  • “Hi, you’ve reached The Copper Kettle. What can I do for you?”

Keep it to one sentence. Long greetings make callers wait to say why they called.

During the call

  • Listen to the whole question before answering, and repeat back anything important, like a date or a number.
  • If you don’t know, say you’ll find out, and tell them when you’ll get back to them.
  • Ask before putting someone on hold, and check back every 30 seconds or so.
  • Avoid jargon and internal names the caller won’t know.

Taking a message

Write down four things, every time:

  1. The caller’s name
  2. Their best number, read back to them
  3. What it’s about
  4. How urgent it is, and when they’re free

Then tell the caller when they’ll hear back, and make sure they do.

Transferring a call

Tell the caller who you’re putting them through to and why. If you can, introduce the call to your colleague first, so the caller doesn’t have to explain everything again. This is called a warm transfer. If nobody picks up, come back to the caller and take a message instead of leaving them on hold.

Ending the call

Sum up what happens next (“I’ve booked you in for Friday at 3:30, and you’ll get a text to confirm”), thank them for calling, and let them hang up first.

When you can’t answer

Every business misses calls: you’re with a customer, on a job, or closed. A short voicemail greeting helps; our voicemail greeting generator will write one for you. Many callers still hang up on voicemail, though. Memobell answers those calls for you, using the same habits as above: it greets callers with your business name, answers from your real hours and prices, takes a proper message, and puts urgent callers through. See how it works.

Questions

What is the most professional way to answer the phone?

Answer within three rings, say your business name and your own name, and offer to help: “Thank you for calling Harbor Street Plumbing, this is Sam. How can I help?”

Should I say my name when I answer?

Yes. It makes the call feel personal and gives the caller someone to ask for if they call back.

How should I answer a call I can’t help with?

Say who can, and either transfer the call or take a message with their name, number and reason for calling. Tell them when they’ll hear back.

What if I can’t answer every call?

Use a short voicemail greeting that says when you’ll call back, or have an answering service pick up the calls you miss.

Never miss a call again.