When to Call or Text
Now, when is it right to call? I would say when the topic is a sensitive or delicate one. It's always better to be able to say it. And that's probably when you don't want to do it in real time, but, again, sleep on it. I'm thinking of a client I spoke to recently who really didn't want to call the person she had to call, and I said "I really think it'd be better if you call." She slept on it, she woke up and she thought "All right, I'm gonna call." And of course, it wasn't as bad as she thought it was gonna be. Right? So just know that what we're imagining may not be the reality. When you need a quick answer it's probably better than to do a lot of back and forth with something. Like scheduling is notorious for that. So, uh, suggest a time to someone rather than saying "When are you available?" Right? Make it easy for them. Give them something very specific and concrete to respond to. Or, if you sense that what you have to say would take longer to write than to communicate verbally, pi...
ck up the phone or email and say "Can we have a quick chat?" Or find them in the hallway or whatever. But it's always better to not waste your time, basically, writing something that could just as easily be said. Also, when the back and forth just can be cumbersome, as I said like scheduling. When you need to be able to respond in real time, and I think about this in terms of pricing. Like when you're giving pricing to someone. You may want to be able to hear them fall off their chair, or gasp, when you give the price, and be able to respond in that moment. And you have to learn, of course, how to respond in that moment. Or, when it's better not to have a record of something. Again, for delicate issues, you may want to pick up the phone. So a few phone tips. Kind of like presenting. Don't have a script, per se, but choose talking points instead so that you're not married to the script. It's very difficult to, um, navigate when someone doesn't have the same script, and so they're not following along. But if you have your bullet points you can be much more flexible. Speak slowly and articulate clearly, because phone lines these days, for some reason, are just really bad. And, used to be better, but now you may not be able to hear, there could be a lot of background noise, it could be static. There's this muffled sound for a lot of cell phones. So just speak slowly and articulate clearly. And, if you're calling someone who may not be familiar with you out, of the blue, say who you are, and then, be quiet, and wait for it to register, before you go on. And they say "Oh, okay, yes." And then of course, "Do you have a moment to talk?" All right? Those are just etiquette for phone. And, when to text. So, again, some people only respond to text. Some people never respond to text, so you have to know what their preferred mode is. But, you know, when it's urgent, or time sensitive, text is usually good. When you have a very simple message to convey, text is usually good. And, again, when you know that it's their preferred mode of interacting.