What Is a Gatekeeper?
A gatekeeper in business performs the role that the image the term brings to mind; someone standing at an entry point to prevent unwanted traffic from coming through. It's the person responsible for deciding who can get through to the decision-maker, with the goal of preventing interruption from bothersome visitors and callers. Gatekeepers and salespeople are often at odds as they usually have opposite goals in mind.
The Role of a Gatekeeper
A company's gatekeeper is typically the front line person, such as a receptionist or secretary in a business. In a restaurant, it may be the maître d'. In all cases, the decision-maker, manager, or head chef is busy with the challenge of keeping the business up and running as well as profitable. They can't take every call or see every visitor because it would take them away from their primary focus and job responsibility.
Enter the gatekeeper who shields and protects the person in charge. The gatekeeper screens calls and visitors, typically deflecting ones they believe are unimportant. A good gatekeeper is intuitive and can detect an unimportant interruption quickly. Anyone who isn't calling to complain or to buy something, but instead wants something for themselves, such as salespeople, are denied access.
Gatekeepers and Outside Salespeople
Many gatekeepers develop a level of hostility toward outside salespeople. This is understandable if you consider that salespeople frequently resort to trickery or outright lying to get past gatekeepers in order to reach the decision-maker. A gatekeeper who allows someone unworthy access to the boss will likely be reprimanded, so they're motivated to do their job well.
There is no trick that won't lead the gatekeeper and the decision-maker from getting annoyed by you, which isn't good if you're hoping to make a sale. Instead, it's better to treat the gatekeeper professionally with respect. Hopefully, you'll gain their cooperation, and this can make your sale far easier to close. The alternative is to antagonize them to the point that you'll have no chance of ever speaking to the decision-maker.
Breaching the Gatekeeper
B2B gatekeepers, like receptionists and secretaries, are typically responsible for taking all general phone calls for the office and setting appointments. They're rarely involved in the decision-making process, so your best tactic may be to use the system to your advantage. Don't try to get past him or her. Instead, let them do their job and arrange an appointment to see the decision-maker.
Executive assistants often become involved in the buying process, at least on an advisory level, so you might want to take a different approach with this kind of gatekeeper. You need to sell him or her, then give them some time to sell you to the boss. Start by explaining what you're offering, then tell them that you'll touch base again in a week or so. It's best to treat these kinds of gatekeepers as extensions of the decision-maker.
B2C salespeople also have to deal with gatekeepers, although the gatekeeper function is less formal. For example, a parent might act as a gatekeeper for their child, or a wife might do it for her husband. B2C gatekeepers generally turn out to have a say in the purchase, so it's extremely important to be respectful toward them. As with the executive assistant, you might want to devote some time to sell them as well.