Things to remember:

• Answer the phone:
  • “Good afternoon, Ady Watts, XXXX speaking how can I help?”
• After an introductory chat say:
  • “Before we ask you a few questions about your goals and training, can I just ask you for a few details?”
• Then ensure that you have the following:
  • Name
  • Date
  • Type of enquiry
  • Phone number
  • Email
  • Referral details