The receptionist barrier – how to turn it into a strategic ally

• [00:01:07] Introduction: Barriers at the first point of contact
• [00:01:30] Why these barriers often feel “invisible”
• [00:01:40] Sales is first and foremost a mindset
• [00:01:48] Dakis’ testimonial: adapting to the prospect’s tone of voice
• [00:02:19] Sandrine’s testimonial: the importance of accurate contact details
• [00:02:51] The role of reception
• [00:03:11] When you reach voicemail
• [00:03:45] Voicemail, email, multichannel: what should you do?
• [00:03:59] Dakis’ testimonial: the importance of leaving a message (or not)
• [00:04:21] Sandrine’s testimonial
• [00:05:41] Back to reception as the first gatekeeper
• [00:06:03] Differences between SMEs and large organisations
• [00:06:18] The receptionist as an ally
• [00:06:39] The professional filter: a legitimate role
• [00:06:56] The three profiles of receptionists
• [00:07:25] Adapting your tone and strategy
• [00:07:40] Preparing your objective before calling
• [00:07:52] The question: “What is this about?”
• [00:08:02] Benefit-oriented phrasing
• [00:08:32] What to avoid at all costs
• [00:08:37] Timing tip (early or late calls)
• [00:08:51] Example of a confident tone
• [00:09:02] Gaining information from every call
• [00:09:31] When the receptionist blocks access
• [00:09:40] Turning a barrier into a gateway
• [00:10:24] Practical cases: documentation requests, refusal to transfer
• [00:11:37] The TRAMAIS method
• [00:12:48] The barrier as an entry point
• [00:12:54] The receptionist as a long-term ally
• [00:13:05] Conclusion and call to share the episode

Stéphane Depaepe: [00:00:13] Hello and welcome to another episode of the "Performance, Harmony & Commercial" podcast produced by PHCom, in the "transforma bxl" studio, with technical support from "The Podcast Factory Org".

Nadia Ben Jelloun: [00:00:23] The "Performance, Harmony & Commercial" Podcast is aimed at marketing and sales managers, as well as company executives with commercial responsibilities.

Stéphane Depaepe: [00:00:32] Every month, we share with you our best practices in finding new customers for business-to-business companies.

Nadia Ben Jelloun: [00:00:38] You can find each episode on the PHCom point be website, P.H.C.O.M, and on all the good podcast platforms.

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Nadia Ben Jelloun: [00:00:55] The answering machine is always open so that you can leave us a message, which we'll be delighted to answer.

Stéphane Depaepe: [00:01:00] You can also book an appointment directly with Nadia or Stéphane on PHCom dot be.

Nadia Ben Jelloun: [00:01:06] See you soon!

Camille de Meeûs: [00:01:07] Hello everyone, and welcome to a new episode of the PHCom series, the podcast where we explore together the secrets of effective prospecting, without stress and always with a smile.

Stéphane Depaepe: [00:01:17] And today, we're tackling the salesperson's nightmare when it comes to canvassing companies, blockages at the entrance!

Camille de Meeûs: [00:01:22] Those famous invisible barriers that waste your time. You feel like you're going round in circles, that you're not getting anywhere, and that you can't always talk to the right person.

Stéphane Depaepe: [00:01:30] Why invisible?

Camille de Meeûs: [00:01:31] Because I get the impression that you start out thinking that you don't know who to approach, or that you're not going to get the right person on the other end of the phone. And that's what's blocking us from the start.

Stéphane Depaepe: [00:01:40] We can't stress it enough: sales is all about the mind. Listen to what Dakis says, when asked how he approaches a company?

Dakis: [00:01:48] I'm not afraid of anything, I'm prepared for any eventuality. What I'm afraid of is that he or she won't get up on the right foot, so there's apprehension, so I'm always waiting to see which intonation will pick up on my call. And I try to adapt precisely to the prospect's vibrations, so I can get down to his level. If the person seems a little more concise, a little more in a hurry, or a little more pragmatic, I'll adapt. If the person looks relaxed, I adapt too.

Camille de Meeûs: [00:02:14] Well yes, I think he's right, we know it's going to work, optimism through and through.

Stéphane Depaepe: [00:02:19] And if we go a step further, when we ask the question about the brakes, listen to what Sandrine has to say.

Sandrine: [00:02:23] If you have direct contact details, that makes life easier, seriously. After that, when we go through the switchboard, it's a matter of convincing the person that our call is useful to the company and that it's not the 1,000ᵉ call of the day that they're going to have to deal with. So you have to be able to stand out from the crowd, in terms of the message you convey, you have to be inventive, because every company is different.

Camille de Meeûs: [00:02:51] Finding the right person's name. And we know that in France, it's a real drag - she's a bit French, isn't she? And then there's the front desk, which may or may not want to give us the right contacts.

Stéphane Depaepe: [00:03:01] You say the right word, she can't, that's the rule, and it's often the case at the reception. And if he doesn't want to, it's because he doesn't see the point, and that's often the case with a secretary or assistant.

Camille de Meeûs: [00:03:11] Now, let's say you've already got your contact's contact details, he's unavailable and you come across his voicemail.

Stéphane Depaepe: [00:03:18] Well, let's see how to deal with this situation? Do you have the person's name and contact details? Well, it already depends on the database. So let's not talk about it too long, because it's already been covered in other episodes. In short, in PHCom Data Management's database, chances are you already have the name of the contact, otherwise you have LinkedIn, you have all the other tools that exist like Zoom-info, Loucha, le Trens, Konig, Casper, Rocket Search etc etc etc.

Camille de Meeûs: [00:03:45] Let's say you got the name directly, did you approach it live then?

Stéphane Depaepe: [00:03:49] In this case, there are three possible scenarios. Voice mail, either it never answers, or you're passed on to another service. Listen to what Dakis has to say.

Dakis: [00:03:59] We're on trial for this, aren't we? We have an email process, but otherwise I leave a voicemail with an email, I always do both. This allows me to have an introduction in the e-mail, "Further to the voice message I sent you, in which I told you about this", and here I go on in the e-mail. Look, I don't have a ready-made answer either, I'm just trying to multiply the channels.

Camille de Meeûs: [00:04:19] I'm like Dakis, I also leave a message.

Stéphane Depaepe: [00:04:21] Yes, Sandrine too, listen to her.

Sandrine: [00:04:23] Ah but I'm leaving a message, there's nothing worse than having, I think like everyone else, when you get a call and it's hung up you tell yourself it's not important. So people don't call back, so what I do is leave a message with my contact details, saying why I called. So, if they're not interested, they don't call back and in these cases I put in my little note to call them back a little later. And if I don't, I call back, leave a message asking them to call me back with my contact details, and customers sometimes call me back. It happened yesterday, and afterwards there was an appointment, so it's still working.

Stéphane Depaepe: [00:04:55] Well, I'm going to surprise you: the technique of not leaving a message also applies. Because the person actually identifies a phone number and doesn't know who it is, so he calls back. And anyway, you can't leave 36 messages either, if he really doesn't reply, you really shouldn't harass, so you be the judge. Intensity, reminder frequency, leave a message, don't leave a message - it's up to you to decide what works best. Of course, if you've now been forwarded to another service, that means you've already got the person's name, you've probably already left messages, so you've got plenty of reasons to have a chat with the person you're talking to. Take the opportunity to prepare for a future call, gather information from colleagues, so you can really use all this information when you actually make contact with the right person.

Camille de Meeûs: [00:05:41] Back to the classic barrage: reception or secretary?

Stéphane Depaepe: [00:05:44] Okay, let's make the distinction right away: small businesses, SMEs, large companies. Their role is to dispatch calls, but they're not the ones who really put up a barrier, except when it comes to disclosing or not disclosing people's names, and that depends on the rules established by the company.

Camille de Meeûs: [00:06:03] For small businesses, there isn't really a reception desk, but a Mr or Mrs X or Y who can answer in place of the person I want to reach. Again, this person can give me information and tell me when it's best to approach my contact.

Stéphane Depaepe: [00:06:18] Ok, so let's effectively consider this person as an assistant, or a secretary, or conversely, a secretary or an assistant. They're not enemies, they're allies. The mind, the mind, the mind.

Camille de Meeûs: [00:06:31] Exactly. So let's see how we can get around it, or better still, how we can get them to play on our side.

Stéphane Depaepe: [00:06:39] First of all, let's put things into perspective: when we talk about a dam, we're talking about a professional filter. The secretary's role is really to protect her boss's time, not to annoy you.

Camille de Meeûs: [00:06:48] Yes, it's a bit like the front door of the castle: if you arrive without an invitation, without a clear reason or by slamming the door, she's bound not to let you through.

Stéphane Depaepe: [00:06:56] And there are many different types of secretary. First, the very methodical, very precise "executive profile" secretary, who handles every call like a military operation. Impossible to pass without a real good justification.

Camille de Meeûs: [00:07:08] Then there's the "administrative secretary", who is more procedural and follows the rules. You call, she transfers or not according to protocol, no room for improvisation.

Stéphane Depaepe: [00:07:17] And then there's the "cautious" one, the one who's already had negative feedback and in fact no longer takes any risks. So if she doesn't know your name, it's a no-go.

Camille de Meeûs: [00:07:25] That's why you need to adapt your tone, and your strategy, to each profile. When a secretary is stressed, suspicious or under pressure, you can immediately hear it in her voice.

Stéphane Depaepe: [00:07:34] Yes, and that's where the smart salesman comes into his own. Because it's benevolent, because it's calm, because it's reassuring.

Camille de Meeûs: [00:07:40] Before you call, be clear about your objective: who you want to reach, why and in what capacity? Remember, you're always the first impression you make on the company. So be professional, courteous and confident.

Stéphane Depaepe: [00:07:52] And prepare your answer to the famous question "What's it about?"

Camille de Meeûs: [00:07:57] Ah yes, that moment when it all comes down to it. Here, you need to be precise without being too talkative.

Stéphane Depaepe: [00:08:02] Exactly, "I call it a solution that helps companies reduce their international communication costs". It's clear, it's clean.

Camille de Meeûs: [00:08:08] Or "I'm following up on a previous exchange about optimizing internal processes".

Stéphane Depaepe: [00:08:13] The key is to use a sentence that's focused on benefiting the company, not yourself. Avoid vague formulations such as "I would like to speak with ....". About a project where...", or even worse, "I'm calling Monsieur So-and-so, it's personal" (Camille de Meeûs: Ah yes), never do that.

Camille de Meeûs: [00:08:32] Oh yes, that's a direct red card. We never lie, let's not forget, we're B2B.

Stéphane Depaepe: [00:08:37] Here's a little tip: play with timing. Call early in the morning, before 9 a.m., or late in the day, after 5 p.m. - it's often quieter.

Camille de Meeûs: [00:08:44] Yes, at such times, the manager is sometimes at his desk, the secretary not yet, or already gone. Timing is everything.

Stéphane Depaepe: [00:08:51] And if you run into her, well okay, you'll be able to sound confident, not dominant. Example: "Hello, Stéphane Performance for Camille Harmonie please, I'm calling to schedule an appointment".

Camille de Meeûs: [00:09:02] We don't ask "Could I maybe talk to him?". No, you calmly say "I'd like to speak to Mr. Thing" or again, if you don't have the name, "I'd like to speak to the person responsible for". And here, the key lies in gathering information. Find out his name, what time he comes to work, whether or not the company has worked with this type of service before. And don't forget, every call is a source of enriching information, and this will enable you to best prepare your contact with the person you're targeting.

Stéphane Depaepe: [00:09:31] What if it blocks you? Well, never mind, we'll keep smiling and bounce back "I understand he's very busy. Maybe you can help me get a message across?"

Camille de Meeûs: [00:09:40] And then you enhance it, turning the dam into a footbridge.

Stéphane Depaepe: [00:09:43] That's right, it's the status game. In fact, you must always be at the same status as the person you're targeting. But at the same time, you can't be more than a secretary. So put yourself on her level, listen to her, find a way to collaborate with her, either real or... Use ice breakers, talk about something else, make this person an ally, even a friend, call them by their first name after all. Ask him his first name, and ask him some useful questions: "By the way, what's the best time to contact him or her? Is he in meetings all day, or more available in the early afternoon?"

Camille de Meeûs: [00:10:20] And once again, make a note of everything - this information is worth its weight in gold for your next call.

Stéphane Depaepe: [00:10:24] Okay, let's talk about a few practical cases, like "Send me some documentation first, I'll pass it on". Classic mistake: we obey. So especially if he says "Yes, send it to me info at..." Mmm, the generic email address.

Camille de Meeûs: [00:10:39] Yeah, and in that case, the mail often ends up in the junk folder or is even forgotten. But sometimes it can happen too, depending on the structure, whether it's small or large.

Stéphane Depaepe: [00:10:49] I offer you a response profile, "Send me some documentation". "Yes, of course, I understand, it's precisely to make this documentation useful that I need to get a better idea of your needs. That's why a brief exchange with Mr. Machintruc Bazar would be much more pertinent".

Camille de Meeûs: [00:11:04] And if she insists, we listen and move on to other things. A face-to-face exchange is much nicer than an e-mail exchange in today's world, so let's take our time and see what synergies are possible.

Stéphane Depaepe: [00:11:16] Yeah. Another case, the most classic, she really doesn't want to give the name of the caller. You can also bounce back like "Oh yes, I understand, it's your procedure, but can you maybe just confirm that this is the purchasing manager?" For example. Talk to her, get her to talk, she can give you lots of information.

Camille de Meeûs: [00:11:37] Or "I was in contact with Mr. So-and-so. What exactly is its role? And sometimes, by calmly asking the right questions, you get a lot more than you bargained for. Now we're going to give you a little mnemonic tool, the "Tramais" method, to remind you of everything we've just explained in this podcast.

Stéphane Depaepe: [00:11:53] Yes, you never know what might be lurking around the corner, do you? So cram "T" like timing, call at the right time, choose the hours between 8am, 10am, after 5pm, at noon . "R" for relationship, stay respectful, nice, relaxed. "A" for a good attitude, stay confident, neither arrogant nor submissive. "M" For words, choose your vocabulary clear, clean, professional. "A" for help, involve the secretary in the success of your call, she can really be a tool. By the way, what's his job? It's helping, she likes helping, so ask her "Can you help me?". "I" For information, take advantage of the exchange to glean lots of useful information, and "S" for what comes next, always prepare what comes next: a reminder, an appointment, a follow-up - the "Tramais" method works!

Camille de Meeûs: [00:12:48] Well, if you've applied these seven points, the secretary's dam will become a real privileged gateway.

Stéphane Depaepe: [00:12:54] And remember, a secretary is a good storyteller, often an ally for life.

Camille de Meeûs: [00:12:57] Thank you all for following us, and if you enjoyed this episode, please share it with your colleagues who are still battling with the Standard every day.

Stéphane Depaepe: [00:13:05] Or better still, send the podcast to your favorite secretary, she'll love it.

Camille de Meeûs: [00:13:09] See you soon for another episode.

Stéphane Depaepe: [00:13:10] Above all, keep Performance and Harmony in mind.