1Know your three
Sets up every skill
Know whatโs going on, what they need to hear, and what you want to leave with.
I'll be happy if I leave with .
Avoid: writing a whole script.
2Say why you're here
Initiative ยท starting the conversation yourself
Say hello, then what you need, right away.
Hi, I'm calling about .
Avoid: "Um, never mind."
3Give the details that matter
Clarity & Relevant Info ยท saying what you need, with the details that matter
Share the what, when and which they'll need.
What I need is .
Avoid: skipping the one detail they need.
4Listen, then answer what they said
Listening & Responding ยท hearing what they said and answering it
Answer what they said before going back to your point.
Sorry, could you say that again?
Avoid: repeating yourself after they answered.
5If it's a no, ask again kindly
Self-Advocacy & Persistence ยท speaking up and not giving up after a no
Stay calm, say why it matters, ask about another option.
I understand. Is there another option?
Avoid: giving up at the first no, or arguing.
6Wrap it up out loud
Closure ยท ending with a clear next step
Say back what happens next, then thank them.
So I'll by . Is that right?
Avoid: leaving before you know what happens next.