Greet Customer
Greet the caller professionally and verify security
  • use please and thank you
Determine Reason for Call
Ask good questions and clarify by paraphrasing with willingness.
Verify Caller in Employee Lookup Tool
does service address match LUT address?
Research
Thoroughly read all notes, check resources
Resolve
Place orders, answer questions, solve problems, and transfer only when appropriate
Recap and Offer Further Assistance
Outline what you've accomplished
Check for Paperless Billing
If already enrolled, thank the customer.
Notate Account
Note everything you've done for the customer, including commitments made, downtime forms submitted; include order numbers, due dates, and any prices quoted.
  • If it's not in writing, it didn't happen.
Close Call
"Once again my name is ____, and I would like to let you know that you can place orders and find answers on our website at att at home.com, all in the comfort of your tome. Thank you again for choosing AT&T, and have a great day!
Also: Call Tips | 7 Steps to Superior Service | About