20 Business Telephone Etiquette Tips

Today’s technology has many advantages and a great many disadvantages.

Telephone Etiquette

I often wonder how our society survived without a mobile telephone. Now I wonder how I survived without the Internet.

The pharmaceutical company for which I worked provided a laptop to help me manage my territory or I may have not been so well connected.

One disadvantage of a mobile telephone is the lack of telephone etiquette. People seem to have no manners when talking on their phones.

Personally, I do not care to hear another person’s conversation. If I’m having dinner alone in a restaurant, I believe I am having more fun than a family whose parent (usually the Father) is interrupted by a call and does not tell the caller about the personal family time he’s having but continues to talk on the phone.

Of course, it’s not my business. I have no idea the understanding that exists between those family members. I do know the call is about business because people tend to talk extremely loud when talking on their mobile phones. That really annoys me.

I have addressed my leisure time away from the workplace where I have observed others and their inconsideration to the general public. At the workplace, impoliteness and rudeness to others when on the phone or not, is totally unacceptable from employees.

Since I am a trainer and consultant, I find it extremely difficult minding my own business when I hear conversations employees have with customers, clients or patients.

I think of the many opportunities I have to offer assistance to the companies who have not made the connection between untrained employees in the area of proper telephone etiquette (or any area if the employee is untrained) and lower profits.

Every connection an employee has with a customer, patient, client (or potential one) is vital to the profits of any company. I therefore offer to you, 20 Telephone Etiquette for Businesses Tips.

I’m aware many of these tips are common sense yet I’m also aware common sense is not very common, oftentimes. This list was initially written for dental and medical healthcare professionals but is applicable to any business.

20 Telephone Etiquette Tips for Customer Service

1. Make sure you speak clearly and are smiling as you answer the phone; also identify yourself.

2. Before placing a caller on hold, ask their permission first and thank them.

3. It is better to return a call than to keep someone on hold too long. If the phone rings back to you, you’ve kept them on hold too long.

4. Do not forget to return the call as you promised.

5. Do not permit the phone to ring into the office more than three times.

6. Always use a pleasant, congenial and friendly tone.

7. Never interrupt the person while he/she is talking to you.

8. Never engage in an argument with a caller.

9. Do not handle an unhappy caller’s concern openly at the checkin/checkout desk.

10. Do not make it a habit of receiving personal calls at work.

11. Do not answer the phone if you are eating or chewing gum.

12. Do not give the impression that you are rushed. It is better to return the call when you can give the person the time they need to handle the reason for their call.

13. Learn how to handle several callers simultaneously with ease and grace.

14. Return calls promptly that have been left on voice mail and ansafones.

15. Always get the best number (and an alternate) and the best time to have a call returned to the caller, especially if a manager or another team member must return the call.

16. Do not ever leave a message with someone else or on an ansafone or voice mail regarding details of a delinquent account. Instead, leave a message asking the person to call the “Accounting Department.”

17. Always make collection calls in private and away from the patient flow or public areas.

18. If possible, provide a telephone for patients/customers/clients to use. An area providing privacy is preferred.

19. Do not call a patient, customer or client’s home before 8:00AM or after 9:00PM, unless they’ve given you permission to do so.

20. When hanging up the phone, make sure the caller or person called hangs up first if the phone is slammed on the receiver. Otherwise, always hang up the phone, gently.

I recommend a remote, handless headset for the business staff. They are wonderful. This will solve hanging up as you push release on the headset to hang up the phone. Also, it does not tie your staff to their desk. The team member checking on insurance really appreciates this device. (The phone can also be answered if away from your desk.)

Contact me if you’d like to know the make and model of the remote, handless headset recommended. I am not asserting this list answers (no pun intended) all of the issues surrounding excellent telephone skills but it’s a very good start.

If a tip does not apply to you or your business, I commend you. If even one does, I encourage you to begin immediately to eliminate it.

About the Author

Avis Ward is a Consultant to dental healthcare professionals in Practice Management specializing in Case Acceptance and Marketing.

  • Lillian Moore June 7, 2016, 8:37 pm

    I really like the suggestion to never call a patient, customer or client’s home before 8:00AM or after 9:00PM, unless they’ve given you permission to do so. This is a simple way to avoid any possible problems with a client or customer. The time frame gives you and the customer ample opportunity to call and will be the easiest way for you to keep a happy, not sleepy, customer.

  • josie paul July 12, 2016, 3:17 pm

    I have learned many of these tips through the years and follow them.

  • kimberly cutro November 13, 2016, 11:31 pm

    I work for a multi specialty practice of drs, the phones ring non stop, its a fairly new call center, put together about a year ago! The team we have is unusual ! We have to older ladies, 3 kids 1 who is very in-mature and a point person who can be easy led in the circle of the kids. Any suggestions on how to get the crew to focus on being more professional?

  • richard johnson July 3, 2017, 1:09 am


  • Kareena Strait August 20, 2017, 10:49 pm

    I like the fact that these are simple.

  • Bobby Saint November 1, 2017, 6:19 am

    You mentioned to speak clearly and smile as you answer the phone. The person at the other end of the line will know if you’re in a good mood based on the tone of your voice. It is recommended that you create an impression that you are more than willing to assist the customer. And make sure to introduce yourself every time you answer the phone. If I were working in this type of industry, I would make sure to always be mindful of my actions when answering the phone. Thanks.

  • Wilber Cleveland September 23, 2019, 4:58 pm

    Ask the client if you called them at a bad time, or if they have time
    to talk to you now!

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