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Being Prepared for a Phone Appointment
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One of the simplest definitions of what it means to be organized is "You find everything you need, when you need it." And when it comes to appointments - either phone or in person - it's always good to be organized and prepared.
When I set up a phone appointment using MS® Outlook, this is what it looks like when I open it from my calendar.
 You'll notice that it's a one-hour phone call with Al Zapata. I've made notes in the Notes Section of what I plan on talking to Al about. These notes help me to remember everything I want to cover in our 1-hour coaching call. In the lower left-hand corner is what Outlook calls the Contacts Linking Button. When clicking this, you can provide a shortcut to someone in your address book. When my appointment rolls around, I've got everything I need for this phone call right at my fingertips. No need to go to my Contacts or Address Book to find Al's number. With one click, his entire contact opens up. Voila! |
