How to say “Refer to a phone call” professionally

“Refer to a phone call”

Say this insteadLV.1 Professional

“Following up on our call from [Date/Time], we discussed [key decision/action item]. Could you please confirm if my understanding of [specific detail] is accurate, so I can proceed accordingly?”

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The Anatomy

The chain of dysfunction that forced you to say this.

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The Multiverse

You said one thing. Everyone heard something different.

YOUR INTENT

I told you this already, and I need you to acknowledge it in writing so I don't get blamed later.

YOUR BOSS'S READ

Ah, good initiative. They're just confirming my brilliant strategic direction. I barely remember the call, but it must have been impactful.

PM'S READ

Excellent, they're documenting dependencies. I'll add this to the risk register as 'clarified verbal agreement'.

HR'S READ

This individual demonstrates exemplary communication and proactive alignment with leadership, fostering a culture of transparency and shared understanding.

How to say "Refer to a phone call" to your boss

Level 1: Following up on our call from [Date/Time], we discussed [key decision/action item]. Could you please confirm if my understanding of [specific detail] is accurate, so I can proceed accordingly?

Level 2: Per our recent conversation, specifically regarding [topic], I am moving forward with [action]. Should there be any adjustments to the parameters we established, please advise, as my current plan is predicated on that discussion.

Level 3: As outlined during our brief but apparently non-binding telephonic exchange on [Date], the consensus was to prioritize [specific initiative]. I'm operating under the assumption that this aligns with the strategic roadmap we verbally ratified, unless new data has since materialized from a higher dimensional plane.

Level 4: To reiterate what was agreed upon during our call on [Date] at [Time], my team will be focusing on [task X], not [task Y]. Diverting resources now will impact the [Project Z] timeline by [X days/weeks].

Level 5: Check your calendar.

How to say "Refer to a phone call" to your client

Level 1: To confirm our understanding from the call on [Date], we agreed that [specific scope/deliverable] would be [detail]. Could you clarify if there has been any change to this understanding?

Level 2: Following up on our conversation, as discussed during our call, the current phase of the project is focused on [agreed-upon task]. Expanding the scope to include [new request] would necessitate a revision to the original timeline and budget.

Level 3: Per our highly productive discourse on [Date], and referencing the mutually ratified stipulations, the deliverables for this iteration remain fixed at [original scope]. Any deviation from this previously established reality would, of course, constitute a 'change request' and incur the associated transactional burdens.

Level 4: During our call on [Date], we explicitly agreed that [deliverable X] was out of scope for the current phase. Your request for [new item] will require a formal change order and will impact the project schedule by [X days/weeks].

Level 5: Pay more if you want more.

How to say "Refer to a phone call" to your coworker

Level 1: Just wanted to circle back on our call from [Date]. We discussed [specific detail/action item] regarding [project]. Could you provide an update on your progress with that?

Level 2: Following up on our discussion, as established during our recent call, the plan for [task] was contingent upon [your action/input]. I'm awaiting that component to proceed.

Level 3: Referencing our comprehensive dialogue from [Date], where we meticulously allocated responsibilities, my understanding was that the onus for [specific component] rested squarely with your team. I trust this clarity remains, or perhaps the recording was corrupted during transmission.

Level 4: As we explicitly agreed on our call [Date], I completed my part, and your action on [specific task] is now blocking progress. I need that by [firm deadline] to avoid missing our milestone.

Level 5: Were you even listening?

The Decoder's Analysis

In a corporate environment, accurately referencing prior verbal discussions is crucial for maintaining clear professional communication and ensuring all stakeholders are aligned. This practice helps to solidify decisions made, clarify any ambiguous points related to the scope of work, and effectively manage workload by reiterating agreed-upon responsibilities or delegations. By professionally referring to a phone call, individuals can reinforce boundaries and prevent misunderstandings from escalating, thereby contributing to more efficient project management.

When to use this

USEWhen a critical decision was made verbally and needs to be formally documented or confirmed in writing to prevent future ambiguity.

USEWhen a stakeholder (boss, coworker, client) is acting as if a verbal agreement was never made, or is attempting to shift responsibilities.

USEWhen you need to provide necessary context or justification for an action or a refusal, based on a previous discussion.

AVOIDWhen the phone call contained highly sensitive, privileged, or confidential information that should not be committed to a written record.

Related Deflections

→ How to say “Refer to a quotation” professionally → How to say “Refer to email communication” professionally → How to say “Refer to informal communication” professionally

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