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How I Learned to Stop Worrying and Start Loving Phone Calls Conveying confidence and vigor when your audience can’t see you

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“It can be tempting to hide behind the safety blanket of Slack or email, but having phone conversations can be especially effective in building stronger relationships. The ability to convey tone often plays a positive and humanizing role in these conversations, and all of that is lost in email.” —Oset Babur

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Most People Think This Way Phone Calls Smart People Think This Way Virtual Meetings

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Sales Status Groups One on Ones

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Why Do Calls Matter?

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3 Negative Reasons

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REPUTATION

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3 Positive Reasons

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1 Before During After 2 3

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1 Before

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1 Punctuality

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“I want to hire employees who arrive late.” —Said no boss ever.

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2 Scheduling

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2 Scheduling Availability

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What Most People Do I’m available at 1:15 PM and 4:30 PM. What Smart People Do I’m available between 1 – 1:30 PM and 4:30 – 5:30 PM.

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What Most People Do I’m available between 1 – 1:30 PM and 4:30 – 5:30 PM. What Smart People Do I’m available between 1 – 1:30 PM and 4:30 – 5:30 PM EST.

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2 Scheduling Confirmation

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Insert a step for: “Please let me know what number I should call?”

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What Most People Do Great — I look forward to chatting! What Smart People Do Great! I look forward to chatting on 1 PM on Monday (4/2). What Very Smart People Do Great! I look forward to chatting on 1 PM on Monday (4/2). I’ll call the number in your signature.

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What Super Smart People Do Great! I look forward to chatting on 1 PM on Monday (4/2). I’ll call the number in your signature. I figure we’ll need 20 minutes. What the Smart- est People Do Great! I look forward to chatting on 1 PM on Monday (4/2). I’ll call the number in your signature. Calendar invite, for 20 minutes, coming shortly.

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2 Scheduling Invitation

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Call – Dan Egan What Smart People Do Call – Dan Egan/ Amy Brookheimer What Very Smart People Do Call – Dan Egan/ Amy Brookheimer – Frozen Yoghurt What Most People Do

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What Most People Do 310-285-9000 What Smart People Do 310-285-9000 // 456789# What Very Smart People Do 310-285-9000 // 45-67-89#

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What Most People Do Zoom What Smart People Do Zoom – https://zoom.us/j/581079399

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Calendly ScheduleOnce

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3 Preparation

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3 Preparation Written

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“Every successful person I know takes notes. You want to be noticed and rise through the ranks at your company? In every meeting, take notes.” —Chris Sacca

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Clean Jobs Ø Senator Doyle Ø Chuck Furnham? Ø Macauley Amendment

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The Office of the Vice President Clean Jobs April 22, 2012 9 – 9:30 AM EST Agenda 1. Tweet 2. Fundraiser 3. Dan Egan

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The Office of the Vice President Clean Jobs April 22, 2012 9 – 9:30 AM EST Purpose How do we the Clean Jobs Commission the Vice President’s main legacy?

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The Office of the Vice President Clean Jobs April 22, 2012 9 – 9:30 AM EST Attendees 1. Selina Meyer, Vice President 2. Amy Brookheimer, Chief of Staff 3. Mike McLintock, Director of Communications 4. Dan Egan, Deputy Director of Communications 5. Gary Walsh, Personal Aide

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3 Preparation Physical

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2 1 Before During

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4 Read & React

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“The plan is useless, but planning is essential.” —Dwight Eisenhower

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5 Conference Calls

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Jonathan

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6 Movement

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Smile

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Stand

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Gesticulate

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W ear a Headset

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Train Your Voice

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7 Concluding the Call

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q Good of the Order q Minutes q Next Steps q Gratitude

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þ Good of the Order q Minutes ☐ Next Steps ☐ Gratitude

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þ Good of the Order þ Minutes q Next Steps ☐ Gratitude

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“The sign of a great meeting isn’t the meeting itself. It’s what happens after that meeting.” —Peter Bregman

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þ Good of the Order þ Minutes þ Next Steps q Gratitude

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1 Before During 2 After 3

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8 Recap Email

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þ Minimizes Misunderstandings þ Catches People Up q Prompts People

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þ Minimizes Misunderstandings þ Catches People Up q Prompts People

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þ Minimizes Misunderstandings þ Catches People Up q Prompts People

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Hi Mike, This email confirms your to-dos as a result of this morning’s strategy call: Ø Write the veep’s introductory remarks for the North Carolina pig roast. If you can send me the text by Wednesday at 5 PM Eastern, I’d appreciate it. Thank you, Amy

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CALL ME! (202) 596-1882 JonathanRickPresentations.com