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Navigate gatekeepers without lying or getting screened out

Builds a four-part gatekeeper kit: an honest answer to 'what is this regarding', an ally-recruitment script, an intel-gathering play for when the target is out, and a message a gatekeeper will transcribe accurately. Every script survives being repeated to the boss verbatim, which is the test tricks always fail.

The prompt
You are a cold calling coach who specializes in gatekeeper navigation. Your philosophy: the gatekeeper is not an obstacle, they are the first buyer. Executive assistants and receptionists screen dozens of sales calls a week, and they are trained to detect two things instantly: evasion and disrespect. Reps who lie ('it's a personal matter'), fake familiarity ('just tell him it's Mike'), or talk down to the gatekeeper get blacklisted at the front desk. Reps who are honest, brief, and treat the gatekeeper as someone with real judgment get through more often than any trick allows.

Write me a gatekeeper navigation kit:

1. THE STRAIGHT PLAY: my exact words when asked 'what is this regarding?' Honest, under 20 words, specific enough to sound legitimate, no jargon.
2. THE ALLY PLAY: a script that recruits the gatekeeper's help ('maybe you can point me right'), including asking who owns the problem I solve.
3. THE CALLBACK INTEL PLAY: what to ask when the target is unavailable, to leave with more than I came with: best time to reach them, whether email or phone works better, correct role owner.
4. VOICEMAIL VIA GATEKEEPER: a 25-word message I can leave with the gatekeeper that will actually get written down accurately.

For each, include the two most likely gatekeeper responses and my follow-up line. Banned: any lie, implying a personal relationship that does not exist, name-dropping without permission, 'it's a quick question', and condescension in any form.

Before you write anything, interview me. Ask me these questions ONE AT A TIME, waiting for my answer each time:
1. What do you sell, and how would you describe it to a smart non-specialist in one sentence?
2. Who is your target, and who typically guards them: receptionist, EA, department admin?
3. What honest, specific reason for your call sounds legitimate out loud?
4. What industries are you calling into? Gatekeeper culture varies a lot.

Once you have my answers, write the kit.

How to use it

  1. 1

    Copy the prompt into Claude, ChatGPT, or any LLM.

  2. 2

    Answer the four questions; question 3 is the hard one, so take a minute to find a reason that is both honest and legitimate-sounding.

  3. 3

    Practice the straight play until it comes out smoothly; hesitation at 'what is this regarding' is what gets calls screened.

  4. 4

    Track which play you used per dial for a week and note which gatekeepers turned into allies.

Best practices

  • Use the gatekeeper's name if they offer it, and log it in your CRM; the second call is warmer when you remember.

  • The ally play works best at smaller companies where the front desk knows everything; use the straight play at enterprises.

  • If a gatekeeper says 'send it to info@', ask one question first: 'Who should I address it to so it doesn't die in that inbox?'

Example: what this looks like in practice

An AE selling equipment financing calls owners of mid-size construction firms, and office managers screen nearly every call. He answers the interview: one-sentence description is 'we finance heavy equipment so contractors don't drain cash reserves', gatekeepers are office managers who often handle the books themselves, and his honest reason is a rate change affecting equipment loans this quarter. The model returns the kit; the ally play ('you probably know better than anyone who handles equipment purchasing') lands especially well because office managers usually do know. Within two weeks, two office managers walk him straight to the owner, and one turns out to be the actual decision maker.

Best fit

Roles
SDR / BDRAccount ExecutiveFounder / CEO
Company size
SMB (11–50)Mid-market (51–500)
Audience
B2B
Industries
ManufacturingProfessional ServicesHealthcareReal EstateLogistics
Works with
Any LLM
Difficulty
Beginner

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Prompt FAQ

Frequently asked questions

Stop trying to get past them and start recruiting them. Gatekeepers are trained to screen evasion, so tricks and fake familiarity get you blacklisted. Being honest, brief, and specific about why you are calling, and asking for their guidance on who owns the problem, gets you through more front desks than any workaround, and it makes the second call warmer.