Key Insight
"The gatekeeper is your first sale. Win them over and the door opens. Try to go around them and it closes forever."
You need to reach the decision-maker. But there's someone standing in your way. The assistant. The receptionist. The 'gatekeeper.' And you treat them like an obstacle to get around.
Here's the truth: when you try to 'get past' the gatekeeper, you're making an enemy. When you treat them like a partner, they become your advocate.
Most people think gatekeepers are there to block them. But gatekeepers have enormous influence. They decide what gets through and what doesn't. They often have the ear of the decision-maker in ways you never will.
Rule 1 — Respect Their Role (Because It's Important): The gatekeeper's job is to protect their boss's time. That's a valuable service. Acknowledge it. 'I know you're responsible for managing [name]'s schedule, and I want to make sure I'm not wasting anyone's time.' This immediately differentiates you from every other salesperson who tries to bulldoze through.
Rule 2 — Ask for Their Help, Not Their Permission: 'I'm hoping you can help me figure out if what I do is even relevant for [name].' This makes them a collaborator, not a gatekeeper. People love to help. Give them the opportunity.
Rule 3 — Remember Their Name and Use It: Most salespeople treat gatekeepers as nameless obstacles. Learn their name. Use it. Follow up with them directly. When the decision-maker asks 'What do you think of this person?' you want the answer to be positive.
The Sales Personality insight: The gatekeeper often knows more about the decision-maker's real problems than the decision-maker admits in formal meetings. Treat them as an intelligence source, not an obstacle.

Michel Namora
Founder, NAMORA · Executive Coach · Cultural Intelligence Specialist
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