Part I: So what exactly is a gatekeeper? Well, the decision makers you need to set appointments with are
very busy people. A gatekeeper is usually someone who reports to the decision maker, with a title such as
office manager, administrative assistant, secretary, etc. Their job is to screen phone calls, only allowing
what they perceive as the most important to get through. For this forum, your task is to do some outside
research and share what you consider the "most creative" ways to bypass the gatekeeper and reach the
decision maker.
Part II: Please review the Ultimate Toolkit video provided below on how to set an appointment with a
decision maker once you get past the gatekeeper. Although the overall approach of this particular
salesperson could be improved upon, he does the most important things required to secure an
appointment very well. After reviewing the video, please share your thoughts on what was done well in the
video, and what could be improved upon.
Please be sure to explain your answer. No references are needed for Part II of this forum since it is
opinion based and the video is provided.
Sample Solution