5 Key Strategies to Get Through Gatekeepers Confidently.

5 Key Strategies to Get Through Gatekeepers Confidently.

One of the most frustrating aspects of trying to speak to a key decision maker about your product or service is the inability to get through to the right person, otherwise known as a ‘gatekeeper’. Therefore, you need to master this 'skill', which is often overlooked.

In this week's edition, I'd like to share five key tips to help increase your chances of getting through.


1. Aim to Get a Contact Name Before You Make Contact

If you are calling existing customers or prospects where you have a name, you'll find this will increase your chances by 40%. Someone who sounds like they know who they want to talk to always opens doors much quicker.?

For example, saying:

- "Good afternoon, can you put me through to Steve Walker, please?"?

- or simply, "Steve Walker, please."

Use LinkedIn and Google and spend time trying to find the right name. Remember to click the NEWS TAB on Google to see if there are any news articles, (which includes contact names) about the organisations you want to call.

Even starting with an influencer's name, whom you then approach to see if they can signpost you to the right person, can speed up the process.


2. Build Rapport With the Gatekeeper

Gatekeepers aren’t intentionally difficult, they are individuals doing their job. Treat them with respect and courtesy. Be friendly and use their name in the conversation to create a personal connection. Simple politeness and genuine interest in their role can make a big difference. They are doing their job, just like you are.

Try phrases like:

- "You’ve been very helpful. What’s your name, please?"

- or "Who am I speaking to?"

When you get the gatekeeper's name and share this when you get through to a decision maker, it 'warms' up the call. For example:

- "Steve, Sarah, your receptionist says you’re likely to be the right person to speak to about…"


3. Be Clear and Concise – Avoid Waffling!

When speaking with a gatekeeper, time is of the essence. Get straight to the point within seconds. Avoid using jargon or overly complex explanations. A concise message increases the likelihood that the gatekeeper will understand and, as a result, put you through to the right person.?

If you are asked what the call is about, do not overshare.

For example:

  • “It’s about potential job opportunities…”
  • “It’s about purchasing and I understand Steve Smith in the finance team is responsible for this...”
  • “It’s about training and development…”


4. Be Persistent, Yet Professional.

Persistence is key, but it must be balanced with professionalism. If the gatekeeper cannot connect you immediately, politely ask for the best time to call back. Keep a positive tone and follow up as promised. Demonstrating that you are organised and respectful increases your chances of eventually getting through.?

Focus on keeping control. If asked to send information or leave a message, be careful not to just give in. Instead, be assertive and share that you’d prefer to have a chat with them before sending information or leaving a message.?

For example:

  • “Although I can send an email, I’d prefer to have to have a chat with them first, so I’d be happy to call back. When would be a good time?”

Your goal is to talk to the right person, not be fobbed off.

5. If This Is an Existing Customer – Make This Clear

When contacting an organisation you have a relationship with, make this obvious very quickly to avoid them thinking this is a 'cold call.'

Use statements like:

  • "You have an account with us and I’d like to speak to…."
  • "You’ve had one of our students in the past. Could I speak to…?"
  • "We had the opportunity to help you recruit a [named position]. Is [named contact] still responsible for…?"

By following these strategies, you can significantly improve your chances of getting through to the right person and making valuable connections.

It would be great to meet you, so in case you want a break or something specific to ask please visit my calendar link here. https://calendly.com/audreyletschat/virtual-chat


Here are some of my recommendations


Laura Rhodes – Delivery Partner Manager

I came across Audrey through my work on the Restart contract as she had come highly recommended by a number of people in the industry. I was looking for someone to deliver some phone sales training and got in touch with Audrey to see if she could help.

From the get-go Audrey was welcoming, enthusiastic and there was no doubt in my mind she could deliver exactly what I needed. I booked for Audrey to deliver the training to all of my staff and the feedback from them was fantastic.

I was lucky enough to get a glimpse into one of the sessions and the atmosphere was buzzing. I have since recommended Audrey to a number of other people and will continue to do so. A true professional in her field and a great person to work with


Sarah Prescott – Youth Employment Support Manager

City of Wolverhampton Council

The training offered by Audrey was something I’ve never experienced before. From her warming personality to the practical activities which really offer a great insight into how you can improve and become the best. She has taken the time to ensure the course and her materials are tailored to meet the groups needs and that expectations are met for all those attending.

There is nothing that I would say you need to do to improve apart from keep doing what your doing you are making a huge impact!

I would highly recommend Audrey’s training to anyone who is seeking a engaging trainer that will truly leave your employees with a new lease of confidence, self esteem and determination to want to


Lynne Wells

Regional & Hospitality Sales Director at Bunzl UK and Ireland

Audrey was recommended to us for internal sales team training by one of our sister operating companies. The training package that Audrey pulled together for the team was 2nd to none.

Our team were quite nervous of the training, particularly around the role play elements, but their post training feedback was brilliant - with the role play elements being the highlight for all!The quality of the teams outbound and inbound calls since they completed the course has improved drastically, with some real clear steps identified, but also a real focus on gap filling and upselling. Highly recommend!

Paul J. Joseph

We specialize in assisting Law Firms and Home Service businesses to scale and streamline their operations through our efficient Virtual Receptionists, Virtual Assistants, and Chat Support Services.

7 个月

Mastering the art of connecting with decision makers is essential for success. ??

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Jacqueline Turner

Quick-Step to Happier Customers with The Customer Service Dancing Queen ?? | Passionately helping SMEs Outshine Competitors | Best Customer Service Training Provider 2024 |Global CX Influencer | Trainer | Career Coach

7 个月

Love this Audrey. Great advice

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