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LEAD EMPLOYERATTENDANCE MANAGEMENT TOOLKIT August 2017 August 2020 Version 9APPENDIX 1RECORDING ABSENCE Checklists form should be used when taking calls from members of staff calling in sick all sections
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How to fill out a guide to calling

01
Start by gathering all the necessary information about the person or organization you will be calling.
02
Introduction: Begin the call by introducing yourself and stating the purpose of your call.
03
Follow the guide: Use the guide to calling as a reference to help you structure and organize your conversation.
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Be clear and concise: Clearly state your points and avoid going off-topic.
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Active listening: Pay attention to what the other person is saying and respond appropriately.
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Take notes: Write down important details and any next steps that need to be taken.
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Closing: End the call by summarizing the key points discussed and expressing gratitude for the conversation.
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Follow-up: If necessary, schedule a follow-up call or email to continue the discussion or address any remaining questions or concerns.

Who needs a guide to calling?

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Sales professionals who regularly make cold calls to potential customers.
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Non-profit organizations that rely on phone calls to gather donations or support for their cause.
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Anyone who wants to ensure a structured and effective phone conversation.

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A guide to calling is a document that provides detailed instructions and requirements for making calls in specific contexts, often used in regulated industries or formal communications.
Typically, businesses, organizations, or individuals involved in regulated communications or calling practices are required to file a guide to calling.
To fill out a guide to calling, individuals must accurately complete all required fields, which often include purpose, nature of calls, compliance measures, and any other relevant information as specified by the regulatory body.
The purpose of a guide to calling is to ensure that all calling practices comply with legal and regulatory standards, providing a framework for acceptable communication methods.
Typically, the guide to calling must report information such as the responsible party's details, nature of the calls, compliance procedures, scripts used, and contact protocols.
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