Fire The Gatekeepers!

by Paul Castain on April 14, 2010

Just the mere fact that we refer to an assistant as a “gatekeeper” pre supposes a negative dynamic. One where we need to go around, go over and in some cases; plow through! Not sure if that lends itself to a collaborative relationship!

Here’s something else to think about: Our first, continuing and lasting impression on an assistant is critical considering that we will have to live with them should their company choose to partner with us!

Perhaps its time for every  gatekeeper to get fired! Sounds nasty, but I mean it. Actually I said it to dramatize my idea. What I actually mean is Perhaps It’s Time To Fire The Gatekeeper And Take Them On As a Partner!

First and foremost understand that lots of things and lots of people with things are trying for an audience with the big cheese. Is your message compelling enough to be memorable? Have you engaged in meticulous pre call planning? Have you found a triggering event in their organization you can leverage such as expansion, a new contract they won, a promotion, relocation, a press release? How about something from their industry, a competitor? Oh and before I forget does your message address any of the areas all businesses are interested in:

More sales, more customers, more market share
Happy customers, happy shareholders, happy employees
Better image, quicker to market turn times, greater efficiencies
More profit, reduced turnover, lower cost of sales

And while we’re at it, aren’t there things that irritate decision makers to no end?

Missed deadlines
Poor quality
Internal customers
Surprise costs
Poor communication
Stupid buying experiences and dare I say . . .
Dealing with less than professional sales reps

Next: Dale Carnegie once said that the sweetest sound, in any language is the sound of our own name. By all means call the assistant by name and then . . .

Lose the monkey style kung fu evasion tactics and simply level with them. Tell them why you’re calling! One of my favorite things to do (especially if I get one of those snotty “Can I help you?” greetings, is to say something like “Actually (insert name) you might be the ONLY person who can help me” and then I have a conversation with them detailing what I’m trying to do and more importantly why this is important to them. I end by asking for their advice on how I can get an audience with the grand pooba.

Just out of curiosity, do you think it feeds one ego to be asked for advice or help? Why not leverage that?

No matter where that conversation goes, that assistant is getting a handwritten thank you card. Why? Aside from just plain old fashioned good manners I would venture to say that I might be the only one who sent a thank you. This helps me build my brand and might even get my name brought up to the decision maker.

Something else to think about. Every human being needs to be acknowledged and appreciated. In doing that you begin to wear away barriers and create relationships!

My philosophy with an assistant is the same as I have for a prospect “I don’t care if its today, tomorrow or on my retirement dinner, we will be partners”

I believe Wayne from Wayne’s World summarized it best when he looked at that Stratocaster guitar and said  . . .

“You will be mine. Oh yes, you will be mine!”

It’s to that end that the last step kicks in. Creating relationships needs to be embraced as a long term strategy. It certainly doesn’t happen on the first phone call. This is a game of patience! And although its wonderful and sometimes probable that we could simply call and get the appointment, we need to have a well thought out, multiple hit strategy that includes collaborating with the partner formerly known as “The Gatekeeper”

For ridiculously cool sales discussion click on the rock star  

For Jedi-like sales tips click on Yoda!                  

  • Bob Marshall

    Paul- I have 15 people who are getting a copy of your thoughts if only to reinforce advice, credos, approaches, etc., given over the past umteen years. The poor, misunderstood EA/gatekeeper/assistant. I’ll never forget the executive assistant at a hospital in NYC (NYC!!) who let me ‘try’ to make friends and followed with- “honey, quit the nice talk and get to the point. 50 of you guys call every day”. It was at that point I knew I had arrived.
    Bob

  • Tom Plain

    I love Dale Carnegie. From his works I learned “How not to be a jerk”, I mean win friends and influence people. He started me on the road from being a “teller” to a “seller”. I actually miss the human gatekeepers, even the tough ones. Today many are temps or totally electronic. The principles are the same. Keep it real, not phoney, and be kind. As I once told a new rep, you can’t annoy someone into buying from you.

  • Bob Thompson

    Uncle Paul:
    I shared your GK/AA message today with some 40 of my peers. You continue to bring the “A” game every day. I love the stories. My career over the last 15 years has been calling on that GK of “C” level contacts. You are spot on, get to the point and show them WIIFM (what’s in it for me) and ask for advice. You’ll be successful more often than not. The good news for those of us that have been successfully doing this for a long time is that we are the exception and not the rule! It certainly makes our job that much easier.
    Thanks for making the time to share yourself with us! You always Rock!

  • http://Denverbreaktime.com Ana

    Paul – In my business it is the “gatekeeper” that ultimately benefits from our service so even though they may not be the decision makers, they are the ones we need to sell to first so we’ve always taken this approach. This is great advice and it’s hard to believe most people just don’t get it… I have my own “gatekeepers” and they certainly have great influence on which calls I choose to take!

  • http://twitter.com/MZazeela Marc Zazeela

    Paul,

    So true.  Why not make friends  and enlist their help?  Wouldn’t that make things infinitely simpler?  I am quite certain if you choose to make the admin an adversary, they will prove to be quite formidable.

    Best,
    Marc

  • http://www.linkedin.com/pub/tim-mushey/8/428/305 Tim Mushey

    The line that caught my attention the most in the post was,

    “Just out of curiosity, do you think it feeds one ego to be asked for advice or help? Why not leverage that?”

    I think that is such an awesome comment! Instead of trying to “barrel right over” the partner formerly known as the gatekeeper, why not make them feel important and get their assistance to figure out a strategy to engage the decision maker?

    It is so easy to assume that the “gatekeeper” is on the defensive and their default strategy is to give you limited information, or not give you access to key people within the organization. This may be true on some occasions, but you are so bang on in saying if you ask them for help, 9 times out of 10 they will open up.

    In my experience, if you engage the partner formerly know as the gatekeeper, make them feel important and are appreciative of their efforts, your ultimate goal of finding the right people to speak with will be that much easier to achieve. Oh yeah, a smile, introduction, asking them there name, and how their day is going, never hurts either J

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