How to Conference Call: A Complete Guide

Are you looking for an efficient way to hold meetings with remote team members or clients? Conference calls may be the solution you need. They allow you to connect with multiple people from different locations, saving time and money on travel expenses.

In this guide, we’ll show you how to conference call like a pro. We’ll cover everything from preparation to troubleshooting, so you can host a successful call every time. Let’s dive in!

Preparation for a Conference Call

Conducting a productive conference call with a team
Conducting a productive conference call with a team

Before you start your conference call, there are a few things you need to do to ensure everything runs smoothly.

Choosing the Right Platform

The first step in preparing for a conference call is to choose the right platform. There are several options available, including Skype, Zoom, and Google Hangouts. Each platform has its own features and benefits, so it’s essential to choose one that meets your specific needs. Consider the number of participants, the type of call (audio or video), and the level of security required.

Scheduling the Call

Once you’ve chosen your platform, the next step is to schedule the call. Make sure to set a time that works for all participants and provide them with the necessary details, including the date, time, and call-in information. It’s also a good idea to send a reminder a day or two before the call.

Inviting Participants

When inviting participants, make sure to include all the necessary information, such as the date, time, and call-in information. It’s also a good idea to provide an agenda or any materials that will be discussed during the call. This will help ensure that everyone is prepared and on the same page.

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Setting up a Conference Call

Troubleshooting common conference call issues
Troubleshooting common conference call issues

Once you’ve done the preparation, it’s time to set up your conference call. Follow these steps to ensure a smooth and successful call.

Connecting to the Call

Make sure to connect to the call a few minutes before the scheduled time. If you’re the host, log in to the platform and start the call. If you’re a participant, dial in using the provided call-in information. Test your microphone and speakers to ensure they’re working correctly.

Audio and Video Settings

Adjust your audio and video settings to ensure that everyone can hear and see each other clearly. Check your microphone and speaker volume and make sure your camera is positioned correctly. If you’re experiencing technical difficulties, try restarting the call or contacting technical support.

Sharing Documents and Screens

If you need to share documents or screens during the call, make sure to have them prepared beforehand. Most conference call platforms have a screen-sharing feature that allows you to share your screen with others. You can also upload documents to the platform or share them via email.

Conducting a Conference Call

Now that you’ve set up your conference call, it’s time to conduct it. Follow these tips to ensure a productive and engaging discussion.

Introducing Participants

Start by introducing all participants, including their name and role. This will help everyone get to know each other and understand each other’s perspectives. If you have a large group, consider using an icebreaker activity to break the ice and create a relaxed atmosphere.

Setting an Agenda

Set an agenda to keep the discussion on track and ensure that all topics are covered. Share the agenda at the beginning of the call and review it periodically to ensure you’re staying on track. Make sure to allocate enough time for each topic and take breaks if necessary.

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Managing the Discussion

As the host, it’s your job to manage the discussion and ensure that everyone has a chance to speak. Encourage participation from all participants and manage any conflicts or disagreements that arise. If necessary, use tools like screen sharing or whiteboarding to help illustrate your points.

By following these tips, you can host a successful conference call that engages participants and achieves your goals.

Troubleshooting Conference Call Issues

While conference calls can be an efficient way to communicate, they can also be prone to technical difficulties and other issues. Here are some common problems and how to troubleshoot them.

Technical Difficulties

Technical difficulties, such as poor audio quality or dropped calls, can be frustrating for everyone involved. To avoid these issues, make sure to test your equipment and internet connection before the call. If issues persist, try restarting your device or switching to a different platform.

Participant Issues

Participant issues, such as background noise or poor connection, can also disrupt the call. Encourage participants to mute their microphones when not speaking and to find a quiet location. If someone is having connection issues, try asking them to turn off their video or switch to audio-only mode.

Time Management

Time management is crucial for a successful conference call. Make sure to stick to the agenda and keep the discussion focused on the topic at hand. If there are any off-topic discussions, politely redirect the conversation back to the agenda.


In conclusion, conference calls can be an efficient and cost-effective way to communicate with remote team members or clients. By following the steps outlined in this guide, you can host a successful conference call every time. Remember to choose the right platform, schedule the call, and invite participants with all the necessary information. If you encounter any issues, troubleshoot them promptly. Don’t be afraid to try conference calling – it could be the solution you’ve been looking for.

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