Many of the strategies that we engage in today, whether in our thinking as well as in our actions, are often counterintuitive to what we may believe would be the solution to achieving our goals and objectives; especially as it relates to cold calling and prospecting for new business.

Here’s a sample of the top paradoxes of prospecting that make prospecting so challenging. However, once these paradoxes are woven into your thinking, you’ll notice how these contradictions will provide you with a competitive edge that no other marketing piece, feature or benefit of your product or service could even come close to.

1. You want the sale (appointment, demo) but you must detach from the outcome and have no expectation, since the sale is not the initial goal of prospecting.




2. You want the prospect to say “Yes” to taking the next step in your sales process but you have to qualify them first to see if there’s even a fit worth pursuing.




3. You want the prospect to buy from you but must learn to give value unconditionally, whether or not they buy or meet with you.




4. You want to deliver and push through your presentation but you must get the prospect’s permission even before you present.




5. You need to keep your eye on your objective, set your goals and plan your strategy for the future to determine the path to travel on but you must bring yourself back into the present moment during every prospecting conversation.




6. You want to make more money and achieve greater success in your career but you have to make the sales process about the prospect, instead of you, in order to do so.




7. You want to sell to each prospect you speak with but need to qualify them to see if you even want them as a customer. (Remember, if you want to build a business or career you hate, just find the people to work with who you just can’t stand.)

Lets face it. You and I both know that the ultimate objective of your prospecting efforts is to sell more and boost your income. However, to achieve this goal, it’s just not where you are going to focus your energy and thoughts.

If you can understand and embrace these paradoxes, you now have the opportunity to respond to each prospect in a healthier, more productive, and more enjoyable way.

Here we are, in the third week of Hoover’s Customer Appreciation Month. This week’s focus: Presentation Skills and Closing the Sale.

So, I thought this story was apropos. My wife and I attended open school night last week. It was the first time we had an opportunity to sit down and listen to the plan that my daughter’s third grade teacher had for her students.

As an illustration of the importance of reading comprehension, she asked us to do the following exercise. “Read the following excerpt of this book and tell me what you think the story is all about,” she directed. She also informed us that 85% of the words would remain in the story and only 15% of the works in this excerpt would be removed.

After reading the story, she made her point. As parents, we may think that an 85% comprehension of a story would be fine for our children when reading a story, right? I mean, it’s practically 100%. However, the fact is, the omission of just 15% of a story greatly affects someone’s comprehension of that story. I’ve included the story below for your to read and judge for yourself.

Now, consider how this ties into the importance of a successful presentation. Think about how critical it is for you to not only develop and refine your compelling message and Most Valuable Proposition but to position and communicate it to your customer in a way that they truly hear and understand it. There’s a big difference between being heard and being understood. It’s your job to ensure you are communicating to your customers and prospects in the way they communicate and process information, then confirm that the message you sent was the message that was received.

The most effective presentations are going to be evaluated by the result, not the vast amount of information you can disseminate to a prospect. Keep your PowerPoint at bay until you’ve determined exactly what it is your prospects wants to hear and needs to learn. And remember, if you want to increase the impact of your communication and presentations, it’s your responsibility to make sure that 100% of your message is truly understood by every person you speak with.

2-5 Advanced Section 24

Pickle Puss by Pat Reilly Giff (Guided Reading M) (85% accuracy: 58 errors)

Emily XXXX jumped down the XXXX. She XXXX across the XXXX. “Wait for me,” her little XXXX, Stacy, yelled. Emily looked back.

“Stacy XXXX the XXXX door. She was XXXX a XXXX on her head. She had her mother’s high XXXX on her feet.

“You can’t go like that,” Emily said.

“I’ll take off my XXXX,” Stacy said. She dropped the XXXX. It XXXX on the grass. Emily closed her eyes. “XXXX.”

Stacy clicked down the XXXX. “Mrs. Baker will love my red XXXX.” Emily started XXXX the street. “Walk XXXX,” Stacy said. “It’s hard to XXXX up.”

Emily took Stacy’s hand. “Try. We’re XXXX XXXX.” At the next corner they saw Richard XXXX. He was XXX X under a bush.

“XXXX, Beast,” Emily called. “Where are you going?” he yelled.

“To the XXXX,” Emily said. “Today’s the day Fish for a Good XXXX starts. We can do it all XXXX.”

“Not me,” Beast said. “I XXXX enough in summer XXXX. Too much.” He sat back. “Besides, it’s XXXX. XXXX starts soon.”

“Emily’s going to fish,” Stacy said. “Right Emily?” Emily XXXX. “I’m going to get a pile of them.”

“So is Dawn,” said Beast. “And Jill, and Timothy XXXX.” He shook his head. “Too bad Matthew moved away. He’d like to fish too.”

“Did you hear from him?” Emily asked.

Beast held up one XXXX. “I got a XXXX. A skinny little XXXX. Matthew’s a terrible XXXX. I couldn’t XXXX it.”

“Come on, Emily,” Stacy said. “It’s too hot to XXXX XXXX.” Emily and Stacy went down the street. They turned in at the XXXX.

“XXXX,” said Stacy. “Lots of kids are here today.” Emily waved at Jill and Dawn. Then she looked up. There was a new XXXX on the wall. It was a picture of a boy fishing. He was fishing in blue XXXX water. Red and blue and tan XXXX fish swam in the water. Up on top said FISH FOR A GOOD XXXX.

“I’m going to get lots of fish,” Stacy said.

Emily shook her head. “You don’t have a XXXX.” “Mrs. XXXX will give me one,” Stacy said.

“No,” said Emily. “Not until you can XXXX your name. That’s the XXXX.”

Stacy stuck her lip out. She looked as if she were going to cry. “How can I learn to XXXX? Nobody will let me go to XXXX.”

Emily XXXX her XXXX (397 words).

Quite often when we think of qualifying a prospect, we believe this process to occur earlier on in the relationship. However, the qualifying process can take on many forms. Here are three different strategies you can incorporate into your prospecting efforts as it relates to qualifying your prospects at a much deeper and more rewarding level. You’ll notice new selling opportunities right in front of you that you never knew existed before.

#1 – Learn from Each Call – Conduct Valuable Research

For those calls where you feel you’ve given it your best effort and you’re just not getting anywhere:

“I do apologize for the intrusion as well as my approach. I can understand how people are a bit skeptical of a cold call. Quite frankly, so would I. May I ask, when making a decision on what [venders to choose, products to buy, services to use], how do you go about gathering your information? This way, if I ever get a second chance to speak with you, I can honor your decision making process and hopefully connect with you in a way that you are more comfortable.”

OR

“What would have made you more receptive to my call today?”

#2 – Prospect Your Prospects

For those prospects who may simply not be a fit, yet may know people who are:

“Mr. Prospect, thanks again for taking the time to speak with me today. I’ve certainly enjoyed our conversation. Based on what you are currently doing, it seems that our product is not a good fit for you. However, I hope our conversation reinforced what a great job your current vender is doing for you.

While there may not be anything I can provide you that would make a measurable difference in comparison to what you are doing now, maybe there’s another way we can work together. In your line of work, I’m sure you run across other people who have shared similar challenges that you had and might be looking for a better solution. If you know someone who is always looking out for ways to do things better and who you feel could benefit from our product, would you be comfortable referring them to me?”

Then, continue with: “That sounds great. Then may I ask who you know that would be a good candidate for our service?”

3 – Get Permission to Follow Up and Prospect Them

For those prospects who may now be in your pipeline and need follow up to insulate them from your competition, while keeping your finger on their buying cycle and when they may be ready to buy:

“Mr. Prospect, thanks again for your time today. Before we rap up this conversation, I’ve noticed that in the past, when I have attempted to reconnect with someone months after our first contact, many things have transpired. Changes in their position, in their company, or in their life often have tendency to divert even the best-laid plans. Since there are so many things that can happen in two months, I was hoping that I could stay in contact with you without stepping over the line and being annoying about it. With your permission, can I contact you from time to time with updates about our product or valuable information that you may find of interest as it relates to your business?”

A monthly newsletter, a free trial, an article of interest, a great new product feature or being a resource for additional needs they may have are just a few ways to deliver value during this “down time” and keep your finger on the pulse of every prospect you speak with.

September is Customer Appreciation Month is for Hoover’s. In support of this, Hoover’s has identified a theme for each of the four weeks of the month which I’ll be blogging about. Here’s the schedule.

Wk 1: Prospecting (9/8-9/12)
Wk 2: Qualifying (9/15-9/19)
Wk 3: Presentation Skills and Closing the Sale (9-22-9/26)
Wk 4: Overcoming Objectives (9/29-10/3)

Now that we’re in week two, below are some qualifying questions you can use during the next conversation you have with a prospect. Remember, it’s not just any question but defined, well crafted questions that are going to act as the conduit to more qualified prospects and more sales.

While many salespeople would use questions that qualify their prospects to determine whether or not they are a viable candidate for their product or service, uncovering a true fit between you and your prospects goes much deeper.

There are actually two distinct types of questions: First, there are fact finding questions. These questions relate specifically to your industry and product or service. These fundamental questions provide you with the information you need to uncover whether this prospect is even someone who would purchase what you sell. These questions would uncover the following information. Do they currently have a similar solution you offer. Is your solution a complement or replacement to what they are currently doing? Is the company the right size, offers the right product or service, is the right industry, has the right type and number of employees?

Second, there are those decision oriented questions that move the sales process forward and motivate your prospect to make a decision or want to buy from you. These discovery questions will enable you to uncover how they go about making a purchasing decision, the cost of not making any changes as well as create the urgency for the prospect to make a decision.

Keep in mind when executed correctly, these questions will facilitate a natural conversation, rather than a “pitch.” As you read the questions that follow, remember, it’s a give and take. You’re not interrogating them, but having a conversation to learn how you can best assist them based on their goals and objectives, uncover the process they honor when making a decision and whether or not there’s even a fit.

Finally, look at these questions like a big buffet. Take what you like and what works for you and leave what you don’t.

1. Tell me about your goals and what you are looking for. What would make this relationship successful for you?


2. What are some of the benefits you are looking to gain as a result of (changing venders/providers, equipment, etc.)?


3. What is the most important factor to you in making this decision?


4. Since all of my customers have their own unique needs I want to make sure I tailor the information that I will share with you around what is appropriate for you. Just so I don’t sound repetitive, what do you already know about our company? OR How familiar are you with the types of products and options that are out there in the industry?


5. Is what you are currently doing/using generating the results you’re looking for? How is it working for you?


6. What else are you looking to accomplish if you were to change venders/providers?


7. What would you need to know about us that would confidently make us your first choice? What are you looking for in the company you choose to work with? What is important to you? How do you decide on who to use? Based on what criteria?


8. What information can I provide that would give you the peace of mind in knowing that we are the right company for you?


9. Did you have a good experience with (your current service provider, etc.)? Any bad ones?


10. Is that the only other option you’re still considering?


11. I want you to know that whether or not you choose us, I want to make sure that you have all of the information you need to make the best decision. So how this decision is typically made?


12. Who else is typically involved in this decision?


13. When are you planning on making this decision?


14. How long have you been thinking about making this change?


15. How do you normally go about making a decision like this? What’s the process?

Decision Oriented Questions

1. If you could eliminate three of your biggest problems, headaches, or stresses as they relate to [STATE SERVICE/TASK] what would they be? (If there were three problems that you would want to see resolved with your current service provider what would they be?) (Ineffective solution, frustration, stress, etc.)


2. How does this (current problem, headache) affect you and your life? (Tie in the challenges they are experiencing to their position. What’s their personal cost as a result of these challenges?)


3. If you don’t make any changes, then what do you think it’s going to cost you over time? (What is it going to cost you by not changing? What additional opportunities do you think you’re letting pass by? How will this affect your bottom line?


4. Do you think there are opportunities you may miss out on by not changing? What cost do you incur by keeping things the way they are?)

Do you have a sales team of fearless prospectors? There’s not a company out there who can afford to have their top prospectors, hunters and rainmakers become a little gun-shy when looking to attract and develop new business.

So, are you aware of the limiting thinking you may be harboring towards cold calling and your prospects? When salespeople resist cold calling, a typical response from many sales managers is to provide additional training, role-playing, a revised presentation, or more qualified prospects to call on as the solution to improving cold calling results and productivity.

Granted, salespeople do report an increased level of confidence and a decrease in call reluctance when they have been provided with the right tools, processes, and systems. Unfortunately, these tactics don’t always eliminate the anxiety or level of resistance that salespeople experience when cold calling.

Perhaps the real issue is not tapping into the source of cold calling reluctance. Fixing the symptom without understanding the true source of the problem only results in a temporary solution.

Instead of focusing on strategies that only address the symptom, explore the source of your anxiety to permanently overcome the fear and resistance to cold calling; your beliefs surrounding cold calling.

Cold Calling Isn’t a Dirty Word

When I ask salespeople about their feelings or attitude towards cold calling, I hear the following responses. Compare your list to the following common responses:

Conversely, when I ask salespeople what they love about cold calling, what I get is complete silence.

Whatever you assume or believe about cold calling, your prospects, yourself, selling, and your career is exactly what you’ll manifest in your life.

I know this may challenge traditional wisdom and your current beliefs as well as stretch your perception and point of view. However, if you’re looking for extreme results, then it calls for extreme thinking and not just a change in what you do and how you do it. With the business community continually evolving, change is critical.

Salespeople have tendency to exploit all of the reasons why they don’t like cold calling or why they won’t succeed at cold calling. However, have you ever taken the time to develop the reasons why you will succeed?

To make this real for you, if you believe that cold calling is, “Forcing someone to accept something they don’t want, intrusive, annoying, manipulative, a waste of time, intimidating, scary, something I hate being subjected to myself, and so on,” that’s exactly what you’ll continue to experience every time you cold call.

If you believe that all prospects are a certain way (uninterested, shoppers, rude, are only concerned with price) then how do you think you are going to approach cold calling and deliver your presentation, whether you realize it or not?

Think about the type of prospect that you are going to be attracting and the kind of objections you’ll be hearing? Based on your current assumptions surrounding cold calling, prospects and selling, every new experience will now become a self-fulfilling prophecy.

The Joy of Cold Calling

To combat this, consider challenging these assumptions and replacing them with healthier ones that would better serve you. For example, I love (or like) to cold call because:

1. Cold calling is informative. It lets the prospect know where they can locate the best product/service they need.


2. Cold calling is beneficial. I can share all the incredible advantages of my product/service with the people who can benefit from it most.


3. Cold calling is a way to genuinely deliver value, educate my prospects, serve people, and improve people’s lives, regardless of whether or not I make the sale.


4. Cold calling enables me to become a prospect’s trusted expert or advisor so that they can make the best purchasing decision.


5. Cold calling is a way to prevent people from making potentially costly mistakes that result from purchasing the wrong product/service or using a company that may not effectively fill their needs.


6. Cold calling makes it possible to earn the business of more prospects who I wouldn’t have the opportunity to connect with otherwise. The more I cold call, the more I sell. The more I sell, the more happy customers I have.

When working with different sales teams, I always find it interesting that some salespeople attract the difficult customers. They then find themselves in a position where they have to negotiate price, have more cancellations or returns, or have to deal with prospects that want to review three separate proposals before making a purchasing decision.

Conversely, there are other salespeople who seem to effortlessly generate the best leads and get the desirable, loyal customers and repeat business.

This is not a coincidence. At some point, you need to ask yourself, “What role is my attitude playing in this? How is my thinking affecting my performance?” Once you can identify your current limiting beliefs surrounding cold calling, I’m sure you will see the answers to these questions staring you in the face.

I received this question from someone regarding yesterday’s blog and thought it important enough to share as it may be on your mind as well.
The question was, “How much time do I put aside for pre call planning?” Here is my response:

Since pre-call planning occurs before you begin to prospect, this is the time you put aside to recondition and realign your thinking to achieve a healthier outlook regarding this activity.

The amount of time you should spend on new business development is more of a function of how long it would take you to get into the proper mindset. While some salespeople may need fifteen or twenty minutes, others may need only a few minutes to get focused enough to begin prospecting or cold calling on the phone.

I’d suggest timing each degree of pre-call planning so that you will know exactly how much time you need to put aside before you actually prospect. As mentioned earlier, pre-call planning requires a distinct amount of time that you are carving into your schedule, which is separate from the actual time you are putting aside for cold calling or other prospecting activities.

Don’t Strain Yourself

When talking with salespeople who have prospected for a while, it seems that they remember how challenging it was to take that first prospecting step. This is still a common theme amongst salespeople who have to learn how to prospect to build their business. They tell me that taking the first step and making that first cold call is exactly where they freeze or get stuck.

Many salespeople define the first step as the first cold call they make. That is, the first time they are picking up the phone and attempting to connect with a prospect. However, the first step isn’t what you may think.

If you’ve ever honored a workout regimen, getting on the treadmill or hitting the weights probably isn’t the first thing you do. Instead, you ease into your workout by first stretching and warming up your body. Why? To avoid injury. Warming up lets your tight muscles know that they are about to be torn down, exercised, and challenged. Stretching and warming up your muscles makes you more limber and your body more responsive and open to what you’re about to put it through. It’s a great way to ensure you’ll get a good workout and most important, avoid an injury that can lay you up in bed for weeks.

The same holds true for prospecting and cold calling. Imagine that your pre-call planning phase is when you take the time to warm yourself up before the big game. View pre-call planning as your warm up for cold calling or other prospecting activities. The only difference is, the primary muscle that you are stretching and preparing for prospecting is your brain; that is, your mindset and the activities that require your focus and attention.

Pre-call planning encompasses the activities you engage in before you begin prospecting that involve action and intellect in order to achieve the maximum return on your prospecting efforts.

Pre-call planning is an essential step in your prospecting system that will enable you to plan effectively, get into the prospecting mindset, eliminate any fear or reluctance, boost your confidence, learn about your prospects, tap into your drive and motivation, and target who you are calling. Finally, pre-call planning will enable you to become limber and hyper focused on your objective. All of these activities are the preliminary steps you take to avoid injury or challenges during your cold calling, I mean, warm calling efforts.

The Five Degrees of Pre-Call Planning

Ken, a client of mine, called me the other day and told me that during the one-hour timeline he allocated each day for cold calling over the phone, he was only able to make a few calls. When I asked him to break down exactly what he attempted to accomplish in that hour, he shared with me the following tasks:

1. Getting into the prospecting mindset.


2. Reviewing his action plan and approach.


3. Compiling, reviewing, updating, and developing his prospecting target list.


4. Calling back customers, prospects or other people that returned his call.


5. Making calls to new prospects.

Without realizing it, Ken identified the five degrees of pre-call planning. Ken then shared with me that during the one hour he put aside for prospecting, it was taking him forty-five minutes just to prepare his targeted list of prospects to call, not leaving him much time for actual prospecting.

In other words, Ken was collapsing several other activities into one and calling that “cold calling.” In actuality, he listed five distinct activities that need to be managed independently.

The jewel here is be sure that each task or activity you engage in is broken down into its most simplistic and measurable form. In other words, if prospecting is one of the activities you engage in, it is not enough to simply list “prospecting” as an activity. As we’ve discussed, prospecting involves a variety of distinct activities. Therefore, prospecting, as defined by Ken, needs to be broken down even further.

Mapping your prospecting strategy, getting into the prospecting mindset, compiling your call list, returning or taking phone calls, and cold calling for new customers are five distinct and measurable activities that need to be managed separately when creating your schedule. If you find that you need to handle some of these activities at the same time, then make sure you have allocated enough time for each activity.

Additionally, each one of these activities calls for a different mindset. You’ll know if the activity you are engaging in needs to be broken down into other activities if it requires a different level of thought, skill, and focus.
You’ll know if the task is broken down into the absolute smallest denominator when asking yourself, the following questions. “How am I going to achieve that?” “What steps do I need to take to finish that task?” “What specific outcome will be produced?” If the answers to these questions open up another task, process, or strategy that would generate a unique end result then you’ll need to narrow down that activity even further. For example, compiling your target-prospecting list not only produces a different outcome than when you pick up the phone and make cold calls but it requires a different thought process, strategy, and skill set.

Another symptom that will let you know whether or not you can narrow down the task into a smaller denominator is this: If you block out a certain amount of time for an activity and you find that you are not completing it, there’s a chance that you have collapsed more than one activity into that block of time. Identifying each distinct activity that you engage in will enable you to be more realistic with the time lines that you allocate for each activity, making your prospecting efforts highly effective and more easily manageable.
In addition, this exercise will strengthen your ability to think in terms of detailed, measurable activities and tasks, rather than in vague, broad strokes. So, if you’ve ever been in a position where you have underestimated how much time a certain task or project would take, this process will also assist you in establishing more realistic timelines around your daily activities so that you can “get it all done” rather than constantly leaving tasks incomplete or overbooking and overcommitting yourself.

Here two final solutions to be mindful of when attempting to connect with your desired prospect.

Strategy #6: Get On Their Calendar

If you happen to be calling on a prospect that you have connected with in the past who has an assistant, try this approach. “Hi Jane, Keith Rosen here from Profit Builders. Mary and I have been playing the longest game of phone tag in history. If you have her calendar handy, can you please help me by scheduling in a five minute block of time that works for her so that I can answer her question regarding your sales training initiative?” You’ve now succeeded in scheduling a time to call a prospect when you know they are available and are expecting your call.

Strategy #7: The Back Door Approach

Here are a few more innovative ways to connect with your prospects that don’t require speaking to the concierge.

Call Before or After Hours: Call before or after a live person begins to answer incoming calls. Many businesses today have an automated voice mail system when the office is closed. The intention here is to get into their voice mail system and listen for the prompt that asks you to “Please spell out the person’s last name.” Once you do this, the voice mail system will often tell you the prospect’s direct extension before transferring your call. Now, when you call back during normal business hours, you can ask the concierge to “Connect you to extension 2345 please.” In addition, if you want to circumvent the concierge who refuses to patch you through to their voice mail, calling before or after hours provides you with the opportunity to leave a message with your prospect.

Return Receipt: This approach comes in very handy. When sending out an e-mail to a prospect, use the “return receipt request” option in the software you use to manage your e-mails. If the prospect opens your e-mail and sends a receipt, you not only know that they received your e-mail, but you also know when they have received it. This way, as opposed to trying to track down a prospect when they are at their desk, or checking their mobile device, you know exactly when to call on them, since they are now checking your e-mail! Obviously, this strategy only works if you are in front of your computer often enough to retrieve your e-mails as they are sent.

In an effort to combat market conditions, I’ve noticed an increase in cold calling activity within many organizations regardless of industry. Here are some solutions to be mindful of for you to use when you run into the barrier that may prevent you from connecting with your desired prospect. The elusive gatekeeper.

Strategy #2: Ask a technical question:

Here’s another approach that would cause the concierge to happily pass you on to the person you are looking to contact. First, prepare a question that you know only the person who you are looking to contact can answer effectively.

If you sell printing or advertising, you can try this: “We’re putting some solutions together for you and wanted to know /discuss the (technical requirements for this application service.)”

Since these questions are typically ones that a concierge may not be able to answer on their own, they will often connect you directly with the decision-maker or the person in charge of that department.

Strategy #3: Use Humor

Typically, when asking for the person you want to connect with, a typical response from the gatekeeper may sound like this: May I ask what this is in reference to?”

Here’s a different way to respond:

You: “Of course! I’m a salesperson and I want to relentlessly hound them until they take my call.”

What You Have Accomplished: Lets face it. If you’re talking to a seasoned concierge, they can smell a cold call a mile away. Instead of dancing around this issue, address it head on, yet in a light and humorous way.

This brutal, honest approach will get you to the decision-maker more frequently than trying to manipulate, mislead, or sneak by the concierge. Instead, it gets right to the truth and intention of your call. Since the concierge is always on the lookout for sneaky salespeople, they will actually appreciate your approach. As such, this will diffuse the concierge’s reluctance to helping you.

Cutting right to the chase will actually catch the concierge off guard and often creates a laugh. At this point, the concierge would lower their guard and quite often connect you to the decision-maker or, at the very least, provide you with the information you need for your next call.

In an effort to combat market conditions, I’ve noticed an increase in cold calling activity within many organizations regardless of industry. Here are some solutions to be mindful of for you to use when you run into the barrier that may prevent you from connecting with your desired prospect. The elusive gatekeeper.

Think about your reaction to the word “gatekeeper.” What thoughts does it conjure up for you?

Now, think about the word “concierge.” What comes to mind? When you go to the mall and you need to find a specific store, who do you ask? The concierge. When you are staying at a hotel on vacation and are looking for directions, the hotel’s amenities, somewhere to eat or need tickets to a show, who do you ask? The concierge.

How good are you at making friends? Instead of “getting through the gatekeeper” how about “making friends with the concierge”? Now, doesn’t that just sound (and feel) better?

Consider this for a moment. The concierge secretly wants to help you. The only caveat is, you have to give them a reason to.

After all, if you try to sneak behind their back and get busted for doing so, you have succeeded in creating an adversary. Not only that but you’ve now fueled their justification as to why they need to screen all incoming calls! Now, when you need them in the future, it’s a safe bet that they probably won’t welcome you with open arms. Instead, focus on making the gatekeeper your concierge and internal advocate. Here’s how.

Strategy #1: Brutal Honesty that Complements
The old adage, “Honesty is the best policy” certainly holds true when trying to befriend the gatekeeper, I mean, the concierge. When calling to speak with your prospect or to find out exactly who the prospect is, try this approach in the following example.

You: “Hi, I can really use your help. I’m calling to speak with the person who is in charge of (software engineering/product development/ programming, etc) would that be you?”

Here’s What You Have Accomplished: Asking the concierge, “Would that be you?” or, “Are you the expert in that area?” comes across as a complement and makes the concierge feel important. As such, they are now more likely to give you the name of the contact you are looking for.