The “New Contact or Referral” Call

You make this kind of call to either someone you have just met  or someone you have not yet met  who has been referred to you by someone you know.

With a “new contact or referral” call, you are just getting to know each other.  This is an opportunity to gather information to see if and how you can provide mutual support.   With a referral call, it is, of course, important to indicate at the beginning who referred you.  With calls to people you have just recently me, it is good to remind them of where you met.

Rerun from Feb 16, 2015

The “Follow-Through” Call

A “follow-through” call is made to follow up on an idea or project.  This call may involve asking or giving  information, scheduling a meeting or appointment, or staying in touch about an opportunity:

“Hi, this is Marie, calling to follow up to schedule our meeting about next year’s conference.”

“This is David.  I wanted to touch base about the project we discussed last month.”

Rerun from Feb 9, 2018

How to Begin the “Reconnection” Call

Here are examples for first greetings for the reconnection call:

“Jim, this is Anna Jones.  We  sang together in the Sun Valley Choir at the Peach Festival several years ago.”

“Elizabeth, this is Mark Carlson.  We used to work together at  ABC Associates.”

“Steve, this is Jennifer Higgens; used to be Jennifer Yale, from the Center for Community Resources.”

“Caroline, this is Bill Harper.  I met you last spring at the  Medical Associates Conference in San Francisco.”

Rerun from Feb 2, 2015