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Getting past the gatekeeper – 5 top tips

By andrew on January 19, 2010

Getting past the gatekeeper – 5 top tips. One of the parts of our interactive training sessions I particularly enjoy is when we brainstorm ideas as a group. This is one of the fun parts of our training work on getting past the gatekeeper, or getting past the receptionist as it often is.

Here are 5 top tips that have come from training groups we’ve run ;

  1. Build in continuity if you’ve spoken to them before “He asked me to call him” or if untrue, instead try “we agreed to speak round about now ……”
  2. Go via another department (accounts or HR for instance) and ask to be transferred. This also often helps get the name.
  3. Ask for them by name : directly, assertively and confidently. You could also simply ask for them by their first name if appropriate.
  4. Use the fear close. Spell out ‘dangers’ of not taking your call. Does depend on the industry you’re in. This can work with compliance industries such as Health & Safety. Not many receptionists will be brave enough to block you in response to lines such as “I just wanted to chat to him about the forthcoming legislation and I’ve got some information for him that will help you stay the right side of the law” will they ?! 
  5. Be prepared to engage the receptionist or PA in conversation. Use their name back to them, and use words like help, advise and suggest. You will be appealing to their ego and sense of power.

There are many m0re of these tips and we are collecting more all the time, but I hope these help you. They certainly help us, and the countless people we work with. The best of luck, and I mean that most sincerely folks !

To Market runs training sessions to include this bane of our lives across the Midlands including Birmingham, Coventry, Leicester, Northampton, Corby, Kettering, Loughborough, Daventry, St Ives, Cambridge and wider parts of the East and West Midlands


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