A Great Refresher for Conducting Phone Interviews

Julie Shenkman
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Phone interviews are often the first step in the hiring process, giving employers a chance to screen candidates efficiently before inviting them for in-person or virtual interviews. While they may seem simple, a well-structured phone interview can help identify top talent quickly and set the stage for a successful hiring process. If it’s been a while since you last conducted one, here’s a great refresher to ensure you make the most of these conversations.

1. Prepare in Advance

Just like an in-person interview, preparation is key. Before the call:

Review the candidate’s resume, cover letter, and any other submitted materials.

  • Prepare a structured list of questions to ensure consistency across interviews.
     
  • Clearly define the role’s requirements and key competencies to evaluate.
     
  • Set aside a quiet space with minimal distractions.

2. Start with a Friendly Introduction

First impressions matter, even over the phone. Begin by introducing yourself and explaining your role in the company. Provide a brief overview of what the interview will entail and how long it will take. This helps candidates feel at ease and sets clear expectations for the conversation.

3. Ask the Right Questions

Phone interviews should focus on assessing a candidate’s qualifications, experience, and cultural fit. Use a mix of open-ended and targeted questions, such as:

  • Can you walk me through your resume and highlight your most relevant experience?
     
  • What interests you about this role and our company?
     
  • What are your key strengths, and how would they benefit our team?
     
  • What are your salary expectations? (If applicable at this stage.)
     
  • Are you currently considering other job opportunities?

4. Listen Actively and Take Notes

Without visual cues, active listening becomes even more crucial. Pay attention to tone, enthusiasm, and clarity in responses. Take notes to capture key points, as these will help when comparing candidates later.

5. Keep It Conversational but Professional

While you want candidates to feel comfortable, maintain a professional tone throughout the call. A friendly yet structured approach encourages candidates to open up while keeping the conversation focused.

6. Allow Time for Candidate Questions

Candidates are also evaluating your company, so leave time for them to ask their own questions. Their inquiries can reveal what matters most to them in a job opportunity and give insight into their level of preparation and interest.

7. Outline Next Steps

Before wrapping up, let the candidate know what to expect next. Whether it’s a follow-up interview, a skills assessment, or a timeline for a hiring decision, providing clarity reinforces your company’s professionalism and keeps candidates engaged.

8. Follow Up Promptly

After the interview, review your notes and compare candidates objectively. If a candidate is moving forward, reach out quickly to schedule the next step. If not, send a polite rejection email thanking them for their time and wishing them success in their job search.

Phone interviews are a crucial part of the hiring process, helping employers identify strong candidates efficiently. By preparing in advance, asking insightful questions, and maintaining clear communication, you’ll ensure a smooth and effective screening process. Whether you’re a seasoned recruiter or a small business owner hiring for the first time, these best practices will set you up for success.

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