Call etiquette

A few practices that make the coach’s suggestions better and keep you out of trouble.

Recording consent

TODO: Replace this placeholder with the attorney-reviewed consent disclosure script once legal review is complete.

Some states require you to tell the prospect the call is being recorded. Your manager will provide the exact wording your organization uses. Say it early, casually, within the first 30 seconds of the call. Something like:

“Before we dive in — just so you know, this call is being recorded for quality and coaching. Is that okay?”

Wait for a yes. If they say no, end the session in RingMentor (click End) and continue the call without coaching.

Audio quality

The coach reads what it hears. The cleaner the audio, the better the suggestions.

• Wear a headset if possible — mic on your lapel or head, not a laptop mic six feet away.
• Close noisy apps (music, video, second call).
• If your connection drops mid-call, the app shows a reconnecting indicator. Keep talking — the coach catches up when audio resumes.

Talk naturally

Don’t change how you talk because the coach is listening. Perform for the prospect, not the overlay. The coach works best when the conversation is real.

After the call

• Check in with yourself: what went well, what felt off?
• If you want, scan the chips that appeared and the post-call review (when available). Not every call needs a debrief — use it when you want to.