The dos and don’ts of getting past the gatekeeper - Lead Forensics

The dos and don’ts of getting past the gatekeeper

A successful sales representative needs to be calm, collected, and able to get in front of the decision-maker they need to close the sale. But, you won’t always get through to them instantly and, instead, you’ll have to spend some time speaking to the gatekeeper to prove your call is important, relevant and of interest to the decision-maker. According to Objective Management Group, only 13% of experienced sales people are able to reach decision makers. At Lead Forensics, our world-class sales team knows a thing or two about reaching the right person. Let’s explore some vital dos and don’ts to consider for getting past the gatekeeper in B2B sales.

The dos…

  • Be respectful

Respect is hugely important when it comes to getting in front of the right person. While the gatekeeper may be standing between you and your B2B decision-maker, it’s crucial to remember a few important things. Firstly, the gatekeeper is simply doing their job — which is protecting the decision maker’s time. And secondly, manners cost nothing! Rarely does a disrespectful tone or conversation benefit anyone. Give respect, get respect.


  • Be confident

Believing in yourself as a seller and having extensive knowledge of your product will help you build the confidence you need to succeed. Identify your strengths, build on them and use them to drive success. Spend time researching the company and its structure to ensure you’re totally informed and comfortable, enter each conversation with a positive mindset and don’t be afraid to take tips or advice from sales leaders.

  • Call outside of the 9-5 hours

Let’s face it. On a busy day, an unexpected call can throw you off a little. So, if you’re calling high-level decision-makers, it’s likely that they’ll be dealing with important tasks, be in a meeting, or even be out of the office. Try calling before or after typical office hours, making it more difficult for the gatekeeper to say no and increase your chances of catching them at the right moment.


  • Discover their name — and use it

It’s vital to build a rapport with the gatekeeper, and identifying their name is the all-important first step to doing so. Try asking the gatekeeper their name and then dropping it into conversation to deliver a friendly and personal approach. And, be sure to ask for decision-makers by name if you know it. If not, opt for their job title. This will enforce trust and help the gatekeeper see that this is an important call.

The don’ts…


  • Don’t pitch to the gatekeeper

Remember, the gatekeeper isn’t the person you’re trying to sell your product or service to. You simply want them to trust you enough to connect you to the right person. So, whatever you do, don’t pitch to them! The last thing you want is for the gatekeeper to decide that your call is unimportant before you get the chance to pitch to the decision-maker.


  • Don’t burn bridges

The gatekeeper holds a lot of power — when you’re speaking to them, they should be the most important person to you at that moment. After all, they can directly impact whether you’re able to move the prospect through your sales pipeline. Even if they can’t help you out, or are being a little difficult themselves, avoid being rude or cutting any ties. They can stop all future sales progress and even tarnish your name specifically within the business.


  • Don’t lie about who you are

This one’s pretty simple. Lying about who you are, exaggerating your relationship with the decision-maker, or refusing to provide any information to the gatekeeper isn’t going to get you anywhere. Be honest and use your confident attitude, positive mindset and impressive understanding of the product you’re selling to prove to them that your call is valuable to their business and the decision-maker in question.


  • Don’t be generic

Data and insight play a key role in helping you elevate success. Conduct research to inform your conversations, invest in accurate data and innovative tech to fuel your approach with relevant and high-value information, and do what you can to make your call stand out. Test out call approaches to see which one works best for you, discover the best time to make calls, and don’t be afraid to try something new.

Lead Forensics is an innovative B2B sales software that transforms your website into a hub of engaged sales leads. It works by utilizing intelligent reverse IP tracking software and a global leading database of business IP addresses to track your website visitors, reveal their identity and notify you in real-time. Users are provided with the business name, contact details of key decision-makers and detailed visitor journeys outlining the time spent on your site. This way, marketers and sales reps have everything they need to reach out to the right person, with the right information at the right time. Book your Lead Forensics demonstration today!


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