Best Practices for Screening Calls

On Demand Webinar

Webinar Details $199

  • Webinar Length: 60 Minutes
  • Guest Speaker:   Marie Herman
  • Topic:   Business Administration, Business Skills
  • Credit:   ATAAA 1.0
All Access Membership

Phone calls are just another part of the job for the assistant/gatekeeper. Learning how to screen phone calls without offending the caller is a critical skill when we are trying to protect our executive’s precious free time.  This presentation will help you to better incorporate general business phone etiquette into your conversations while also practicing techniques for screening out unwelcome callers and ensuring that valued clients are speaking to the most appropriate individual to address their needs. We’ll also cover the common limitations and issues that can arise with phone calls, from feeling like we might need to “lie” to cover for a boss who is not returning calls to handling irate callers. You’ll be inspired to rise to this challenge with new tools in your arsenal after attending this webinar.

Your Benefits of Attending:

  • Understand what it means to be the gatekeeper and why that is important.
  • Gain insight into the overall considerations for business phone etiquette.
  • Learn best practices for providing excellent customer service, including maintaining your moral values.
  • Gain techniques to clarify the caller's purpose and the best person for them to speak with.
  • Learn the crafty techniques salespeople use to get past gatekeepers and how to combat them.

Join Marie Herman as she teaches you gracefully screen calls and deftly address common ethical and practical dilemmas.


Guest Speaker

  • Marie Herman

Webinar Survey Overall Rating

This webinar received a total of 1 survey responses. Attendees have given an average rating of 3.2 stars out of a possible 5, reflecting the quality and value of the content presented.

Average rating

3.2 / 5
Webinar Presentation
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5.0 Stars
How useful was the information presented at this event?
1.0 Stars
Overall, how satisfied were you with this event?
3.0 Stars
Speaker Performance
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3.0 Stars
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4.0 Stars

Reviews From Webinar Survey

Our webinars are crafted to deliver exceptional value and insight to business professionals. To ensure we meet and exceed your expectations, we conduct thorough post live webinar surveys. Below, you'll find genuine feedback from attendees, sharing their thoughts on the event and the speaker's performance. These reviews highlight our commitment to continuous improvement and excellence in providing top-tier educational experiences.

Michelle J.
January 20, 2023
3.2 / 5
Webinar Rating:
3.0 Stars
Speaker Rating:
3.5 Stars
Do you have any other comments, questions or concerns?
I was hoping for more practical tips on how to work with stonewaller callers and that was not the case. I knew everything presented. It was not of value to me as a SR Exec Asst that has been screening calls for 20+ years.

ATAAA Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in administrative.