Oct 2, 2007
Published Oct 2, 2007
Episode 28 Show Notes
The first Genealogy Gems videocast was published last week: The Socks to America. Also available in the Genealogy Gems app.
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GEM: GENEALOGY "COLD CALLS?
My Lady of the Telephone was performed by Joseph A. Phillips and chorus for Edison Records in 1915
Interview with Carolyn Ender from Texas who has conducted dozens of cold call research calls.
1) Identify the person you want to call
2) Locate the Person's Phone Number
3) Plan ahead
Consider recording the conversation
Consider getting a hands free phone
Consider time zones.
Choose a time when you are not rushed
Briefly review the family you are researching
Make note of specific questions you would like to ask.
Have your genealogy software program open
4) Get up the "nerve" to call - Be prepared. Say to yourself: "I can do this. This is important." Remember, all they can do is say "no thank you."
5) Introduce Yourself - Immediately identify yourself with first & last name & town. Indicate any family connection. Indicate who referred you to them.
6) Where to Begin - Talk about the family line you
Explain how you thought you might be related.
7) Reluctant Relatives - Share what youâve learned. Share your own memories of a shared relative. Mention something of particular interest in the family tree that might pique their interest. Offer to mail them some information and call again once theyâve had a chance to look at it.
8) During the Call - Take notes during the phone call. Confirm information that you already have
9) When There's No Answer - Leave a voice mail your name, number, why you are calling, & offer to call back.
10) Must Ask? Questions
11) Wrapping up the call - Thank them for their time. Ask for email address. Offer to give them your address and phone number.
12) Create Documentation Be sure to
include the person's name, address, phone number and date of
13) Enter data into your genealogy database - This is a must. Do it right away while it's on your mind
14) Create a To Do List - Go through the notes you typed with a highlighter pen to mark items you will want to research further.
15) Follow-up Thank you card Birthday cards & Christmas card Follow up calls
GEM: Sweet Land