Client call scheduling etiquette

Client call scheduling etiquette

It is required to adhere to the below options when scheduling meetings/sessions with your clients and stakeholders. This is not optional. 

If it’s a meeting with one person,
  • Calendar them for a particular time that suits you and email them and tell them that you proposed a time but to let you know what time might work better for them if it doesn’t suit them.

If it’s a meeting with a group of people,
  • Send a couple of calendar invites with “option 1”, “option 2” or “option 3” appended to it at the end and see which one has the most acceptances. Then ask the lead on the client-side to confirm if we can continue knowing that person XYZ can’t make it - or propose some more options if they prefer. 
  • Alternatively, work with the lead on the client-side and get them to do a free/busy check on the calendars of people on their side to identify the best slot for the call. 
Note - In all cases, try to be proactive and propose a slot first. Always confirm meetings through the calendar - never through email. 

    • Related Articles

    • Support Services - Incoming / Outgoing Call handling process -Global Support +1-914-908-4886

      Warm and Cold calling Guidelines We need to make sure that we keep ourselves logged in to the skype common login and make sure the calls are answered during the shift times we cover as 18/5. Skype login will rotate among the Support staff Naomi, ...
    • On-Site Client Automated Backup Script

      Requirement: Onsite clients may request for automated backup scripts to be deployed on their servers for daily backups. Use: Deploy the below script on the clients server along with a specific cron-task setup for backups to be taken on a pre-defined ...
    • Enabling DOCX Resume Previewing Function on Recruitment Module

      On-Site Clients on older Versions (below 7.x) reported having trouble previewing Resumes/CV's on the Recruitment Module where the Candidate has uploaded them as a DOCX or any other format other than PDF. The solution for this issue was to install two ...
    • Add doner in Gender Links instance

      Gender Links is a custom client. There can be a configuration request to "Add Doner", This needs to be added from the back end  1. Backup the database backup_db /var/www/html/OHRMStandalone/PROD/genderlinks/ 2. Insert the below query INSERT INTO ...
    • SSL Certificate Updation - Onsite Clients

      This KB was generated with Volante Technologies in mind as the client has a minor difference in how they update these certificates on their side (Azure Front Door). The certificate validity shows correctly when checking on the browser, however, on ...