How to Create a Conference Call: A Comprehensive Guide
Are you tired of scheduling and attending in-person meetings that take up too much time and money? Conference calls may be the solution you need. Conference calls are a cost-effective and efficient way to hold meetings with participants from different locations. In this article, we will provide you with a comprehensive guide on how to create a conference call that is effective and productive.
1. Determine the Need for a Conference Call

Before scheduling a conference call, you need to determine whether it is necessary. Certain situations, such as brainstorming sessions or project updates, can be handled via email or instant messaging. However, other situations, such as team meetings or client presentations, require the use of a conference call.
When deciding whether to hold a conference call, consider the following factors:
- The number of participants: If you need to communicate with more than two people, a conference call is likely the best option.
- The urgency of the matter: If the situation is time-sensitive, a conference call allows for immediate communication.
- The level of detail: If the matter requires complex explanations or visual aids, a conference call may be necessary.
- The cost: Conference calls are typically less expensive than in-person meetings, making them a cost-effective option.
Once you have determined the need for a conference call, it’s time to move on to the next step.
2. Choose the Right Conference Call Service Provider

Choosing the right conference call service provider is crucial to the success of your conference call. There are several types of conference call service providers, including free and paid services. Free services may seem tempting, but they often lack essential features such as call recording, screen sharing, and video conferencing.
When selecting a conference call service provider, consider the following factors:
- Features: Make a list of the features you need, such as call recording, screen sharing, and video conferencing, and choose a provider that offers them.
- Reliability: Check the provider’s uptime percentage and read reviews from other users to ensure that the service is reliable.
- Cost: Determine your budget and choose a provider that offers the necessary features within your budget.
- Customer support: Choose a provider that offers excellent customer support in case you run into any issues during the conference call.
By choosing the right conference call service provider, you can ensure that your conference call runs smoothly and efficiently.
3. Schedule the Conference Call
After determining the need for a conference call and choosing the right service provider, it’s time to schedule the call. Scheduling a conference call can be challenging, especially when dealing with participants from different time zones. However, by following these guidelines, you can ensure that everyone is available for the call:
- Determine the best time: Consult with the participants to determine the best time for the call. Consider the participants’ time zones and availability.
- Choose the date: Once you have determined the best time, choose a date that works for all participants.
- Send out invitations: Send out invitations to the participants with the date, time, and conference call details. Include any necessary instructions for joining the call.
- Send out reminders: Send out reminders a day or two before the call to ensure that everyone is available and prepared.
By scheduling the conference call in advance and sending out invitations and reminders, you can ensure that everyone is on the same page and prepared for the call.
4. Conducting the Conference Call
When conducting a conference call, it’s essential to keep the conversation flowing and ensure that everyone participates. Here are some guidelines to follow when conducting a conference call:
- Introduce everyone: Take a few minutes to introduce everyone on the call, including their name and role.
- Set an agenda: Set an agenda for the call and stick to it. This ensures that the call stays on track and that everything that needs to be covered is discussed.
- Encourage participation: Encourage everyone on the call to participate by asking questions and sharing their thoughts. This ensures that everyone is engaged and that all perspectives are considered.
- Take notes: Take notes during the call to ensure that all action items are captured and that everyone knows what they need to do next.
- Follow up: After the call, send out minutes and action items to ensure that everyone is on the same page and that everything that was discussed is captured.
By following these guidelines, you can ensure that your conference call is productive and efficient. Remember to keep the conversation flowing and encourage participation to ensure that everyone on the call feels heard and valued.
5. Conducting the Conference Call
Now that you have scheduled the conference call and chosen the right service provider, it’s time to conduct the call. Here are some guidelines for conducting a successful conference call:
- Start on time: Begin the call on time to show respect for the participants’ time.
- Introduce the participants: Introduce each participant at the beginning of the call to ensure that everyone knows who is on the call.
- Set an agenda: Establish an agenda for the call to keep the conversation focused and on track.
- Encourage participation: Encourage each participant to share their thoughts and ideas.
- Avoid distractions: Limit background noise and distractions to ensure that the call is productive.
- Record the call: Consider recording the call for future reference or for participants who were unable to attend.
In addition to these guidelines, there are several best practices for facilitating the conversation. These include:
- Active listening: Listen carefully to each participant’s contributions to ensure that everyone feels heard and valued.
- Clarify misunderstandings: If there are any misunderstandings, clarify them immediately to avoid confusion.
- Summarize key points: Summarize the key points at the end of the call to ensure that everyone is on the same page.
6. Follow-Up After the Conference Call
After the conference call, it’s essential to follow up with the participants to ensure that everyone is aware of the next steps. Here are some steps to follow up after the conference call:
- Send out minutes: Prepare and send out minutes of the meeting that include action items and decisions made during the call. This ensures that everyone is aware of what was discussed and what needs to be done.
- Follow up on action items: Ensure that everyone is aware of their action items and deadlines. Follow up with participants to ensure that the action items are completed on time.
- Request feedback: Request feedback from the participants to improve future conference calls. Ask for suggestions on how to make the call more productive, efficient, and engaging.
By following up after the conference call, you can ensure that everyone is on the same page and that the meeting was successful.
Conclusion
In conclusion, holding a conference call is an excellent way to communicate with participants from different locations and save time and money. By following the steps outlined in this guide, you can create a successful conference call that is productive and efficient. Remember to determine the need for a conference call, choose the right service provider, schedule the call, conduct the call, and follow up after the call. By doing so, you can ensure that your conference call is a success. At Wiki Put, we believe that effective communication is essential for any business or organization. Contact us today to learn more about how we can help you improve your communication strategies.