It's important to take a proactive approach to ensuring your meeting participants understand the call is being recorded. However, there are certain situations, most often with unscheduled meetings where you'll need to verbally ask for recording consent.
Although this tactic may seem obvious, asking for consent verbally tends to be avoided since many people aren't sure how to phrase their request in a non-confrontational way. Below, we've outlined three ways that have proven to work.
#1: State Recording as a Fact, Then Ask Initial Question
At RingCentral, sales representatives conducting cold calls have been coached to use this phrase when introducing themselves: "Hi, this is John calling from RingCentral on a recorded line. Is now still a good time for us to speak?"
This tactic addresses the recording concern quickly, then prompts an unrelated question to sustain the momentum during this impromptu call. Our research shows this method is most preferred with an effective rate of 96%.
#2: Provide Clear Justification for Using Recording
At SolarCity, many reps refer back to their recording as a means of replacing notetaking. After making a brief introduction, they relay their intention for recording the call. When your audience understands the output of the recording won't be used for nefarious means, they're likely to accept.
As an example, you may mention something like this: "I like to record my calls so I can be completely focused on our conversation instead of taking notes. Do you mind?" Our research shows this method varies between 75% and 90% effective based on how specific and concise you state the recording justification.
#3: Justification for Training Purposes
By now you've realized that indicating your intention of what you'll do with the recording helps put your prospects and customers at ease. If you aren't sure what else to say, we advise using the standard line used at most call centers: "Hi John, this call may be recorded for training purposes. Do you have a few minutes to connect with me?"
This is the least effective method to verbally notify that you're recording- mostly because such a statement feels unnatural or robotic. However, when executed in a professional manner, our research shows this method to be 15% to 20% effective.