Skip to main content

Gatekeeper Issues In B2B Sales

Starting off in outside sales can be daunting for those who don't have a built-in warm market. As a result, new sales people have to work extra hard at networking, asking for referrals, and worst of all, cold calling. In my book, "You're Going To Be Great At This!", I discuss cold calling and give some examples of good and bad sales calls as well as dealing with gatekeepers.

A gatekeeper will usually be a receptionist or a secretary who can help or prevent you from meeting with a decision maker. My experience with these people is that, just like everyone else, they have good days and bad days. They are busy, usually under a lot of pressure and the last thing they want to deal with is a salesperson. Empathy is your best weapon in these cases. Put yourself in the shoes of the gatekeeper when you walk in.

My objective when walking into an office or business is to get an appointment. Rarely will you walk in without an appointment and talk to the decision maker, unless is a small retail shop, so getting a firm commitment in an appointment book makes sense. With that in mind, I don't walk into an office like a bull in a china shop making demands. I want to let the gatekeeper think I'm on his or her side. There are times when I may have to wait a few minutes to talk to the gatekeeper. Just be patient, and wait. (Also, don't eat the candy they almost always have in a jar on the desk for their customers.)

Image may contain: 1 person, meme and text

When the gatekeeper does acknowledge you, be nice. Say something like, "I see that you're very busy and I'll be brief. I don't have an appointment, but I'd like to see if there's a way to make an appointment to see Ms. Jones for 10 to 15 minutes in the next week or so."

You've let him or her know they are busy, you've stated your goal (getting an appointment) and you smiled. If you are able, name drop. "Mr. Smith suggested I come by." Make sure that Ms. Jones and Mr. Smith get along.

One of the weirdest incidents I went through involved a lady who was a receptionist at a real estate office. This occurred during an election year, and the gatekeeper was really being difficult and wanted to know where my political beliefs were. I tried plying her with compliments ("I like your dress") and doughnuts (she liked chocolate glazed), but still kept jerking me around. Finally she addressed what she felt was the 800 pound gorilla in the room.

"Where do you stand on abortion?" she asked coldly. I almost got angry. What the hell did that have to do with me talking to the business owner? Taken aback, I had to regroup and calmly stated that I felt that the legal abortable age of a fetus should be 18 years. Yes, I was being a smartass, and yes, I was at my wits end with her.

Luckily, the business owner walked in about that time and we spoke briefly. We realized that she actually lived a few doors from me and she instructed the gatekeeper to put me in the appointment book. I eventually got the sale and the gatekeeper was gone within a few months.

If you've had an experience with a gatekeeper, please put it in the comments section below and if you would like Chris to speak to your group or organization, please fill out our contact form at www.ChrisCastanes.com

Comments

Popular posts from this blog

My Short Post On Social Media

Are you leveraging social media to help your business? Are you posting daily and creating content like the "experts" say to do? Most importantly, are you getting results? I've tried using most of the more popular platforms for my insurance business, as well as my writing and speaking business. To say the results are "mixed" would be generous. This may be because I really haven't invested much into advertising on these platforms.  The way I see it, when Facebook, for example, allows me to set up a free page for my business, that is like a "free trial" to see if I can get any interest in my product or service. After nearly 15 years of this trial period, I have garnered little to no business.  One can come up with two arguments here. The first is why would you throw money at advertising when you haven't seen any returns. The other side is that "you could have done better if you had quit being a tight ass penny pincher." Fair enough. But ...

Another Fun Podcast Experience

Over the last few years I have realized that I really enjoy being a guest on podcasts. I've been featured as a guest on about a dozen and they have always been fun. The hosts are as diverse as their podcasts. One host was apparently in the Middle East while others were comedians or local entrepreneurs.  Recently I was asked to share my experiences on the Sales Hindsight with Patrick Kagan of the PK Solutions Group. I met Patrick through a group on LinkedIn and he has been a great supporter of my work, even contributing a blurb for my newest book, "Nearly Motivated".  He's an internationally renowned author and speaker as well.  We had a great talk and I wanted to share it with you. We discuss branding yourself and using humor, among other topics. Patrick is a skilled host and makes the podcast informative AND interesting.  Take a listen here and let me know what you think. Ch ris Castane s is a humorous speaker and former comedian who helps sales people succeed thro...

Do You Use Salty Language?

Let me start with saying that there are only two times when someone is okay using profanities. The first is if the "curser" is under 3 years of age. There's something oddly adorable about a toddler dropping f-bombs, especially when the parents of said child feign any knowledge of "where she heard that". Fun and cute at the same time. The other situation would be if the person using blue language is over the age of 85 and female. Hearing grandma threaten to "stomp a mudhole in your ass!" would make every kid laugh because they knew she wasn't that serious. This example is only made better by memories of my Greek grandmother watching professional wrestling and yelling at the TV.  Get your copy of "Nearly Motivated" here  https://tinyurl.com/3tp37psa In other than these two situations, keep the cursing to yourself, or your friend group. And maybe that group of guys from church you hang out with. But definitely keep it away from work and prof...