How you deal with gatekeepers is an important factor in the success of your B2B sales calls; these are the people with whom you’ll want to cultivate a relationship if you’re going to reach your appointment setting goals.
- Tailor your approach to the person you’re speaking with. If you reach a receptionist, for example, you can be fairly certain that this person is not directly involved in the decision making process. The receptionist is simply responsible for taking phone calls, so politely ask to speak with your contact person.
- If your request is denied, ask to speak with the contact person’s assistant. These are the people who often serve as advisers to the final decision maker, and may even be able to assist you in your approach. Treating the executive assistant as a respected peer can help to build a rapport that may smooth your path to the decision maker.
- Be straightforward about your objective. Experienced gatekeepers are very familiar with the evasive tactics used by some sales people. Such an approach might get you through the first time, but it will probably also be the last.
- Do let the gatekeeper know that you have information that will be beneficial to their company. Brandon Stamschror, Senior Director of Operations for the Leads Group, suggests saying something like, “Many other CFOs that I have been speaking to have found that the white paper I’m trying to get to the person at your company was very useful to them.”
- Stamschror also makes effective use of email. “We regularly will get through to the assistant and then send them an email,” he states. “And they will pass that email around to the boss if they think it is of value to them. Then we will get a call back, or the next time we call in we can get past that barrier.”
- Another strategy Stamschror uses is to simply call another time. “If this is somebody important for you to get hold of, call back next week, call back a month from now and somebody else might pick up the phone,” he explains. “You will be surprised as to how many managers will pick up the phone, or executives will pick up the phone, when their assistant is not there.”












