Sales Assistants & Leaving Voicemails

Sales Assistants

Most of the time sales assistants will pass you directly through to the advisor with no questions asked. 

When you do come across a “gatekeeper” it’s good to have a couple of lines to help you navigate and get past the sales assistant.

Getting past gatekeepers during sales calls can be challenging but with the right approach, you can increase your chances of reaching the advisor.

Here are some effective Tips:

Be Polite and Professional: Treat the assistant with respect and professionalism. They are more likely to help if you are courteous and considerate of their role.

Use the Decision-Maker’s Name: Know the name of the person you want to speak with and use it confidently when addressing the gatekeeper. It can indicate that you’re informed and have a legitimate reason for calling.

Example  – If the advisor’s name is John Day – say “Is John in?” or “John please!” 

Avoid using their last names unless asked. 

Overcoming Questions: If the gatekeeper asks you why you questions trying to screen you out. Anticipate common questions and prepare responses while remaining respectful.

The most common questions you will get are:

What is the reason for your call?

Why are you calling? 

For these questions you can say:

It is a private business matter

I would like to introduce myself if he’s available

If they ask who you work for:

Zaum & Associate’s

If they ask what do you do?:

I set up networking appointments

If they ask you more than that politely say:

I will shoot them an email 

And move on to the next call!

Leaving Voicemails

The shorter the better!

The only one I use and need to use sounds like this.

Hey (advisors first name), this is (your name), give me a call back when you get a chance. You can reach me on my cell and that number is (your number), again that number is (your number). Thanks!

Simple but it works!