Banks, landlords and prospective employers sometimes call or write to confirm a person's job. We set up a quiet routine for checking each requester before anything is said.
See how it works
NATALIA BELMONTE GOMES arranges simple identity checks for the outside requests your office receives about current and former staff.
We start by looking at how such requests reach you now, who usually answers them and what has been shared in the past.
01 — Map how requests arrive
02 — Agree on the checks to apply
03 — Prepare call-back lists
04 — Hand over and stay available
A modest set of checks that fits into the working day of a small office.
Returning calls only through numbers found independently, never the one offered.
Confirming that a letter or email truly comes from the named organization.
A short path for requests that cannot be checked, so nobody is pressed to answer on the spot.
A few lines on who answers these requests today is enough for a first reply.