how to get past the gatekeeper
Learn how to get past the gatekeeper with your own name
How to get past the gatekeeper is to tell the person at the B2B front desk your name, who you work for, and why you are there, then ask for the person who can decide. Knockdesk is field sales software for that visit on turf you already cut. This how-to sits on the guides hub. A fake name is not a step.
Book a Walkthrough- 1Cut the accounts into turf from the territory. The front desk is a pin on that turf, so the next rep does not inherit the same list by accident.
- 2Give your name and your company. Do not use a fake identity, a borrowed badge, or a story about being a delivery, an inspector, or someone they already know.
- 3Ask who can decide, and say the reason in one sentence they can repeat. If you do not have a meeting, do not claim one.
- 4If they pass you through, log the conversation on that pin. If they ask you to return, pick an outcome with Requires Follow-up and set the date on the visit.
- 5If you cannot get in, log that too. Gated / No Access is for a building you could not enter. A person who said no is still a visit on the pin.
The desk
Mistakes that pretend you are someone else
The front desk remembers a lie. The turf should remember what you actually said.
A name that is not yours
How to get past the gatekeeper does not include a fake identity. Say the name you would repeat on the next door.
A meeting you do not have
Do not tell the desk you are expected. Ask for the person who decides, and give the reason in one sentence.
A visit that never hits the pin
If the conversation stays in your head, the next rep walks the same front desk. Log the outcome on the turf.
The turf
The front desk is a pin on a pack you cut
The turf card is the pack cut from the territory. The B2B front desk lives on that pack, with the outcome from the visit. You import a file of accounts and export a file when you need one. There is no live sync.
Turf
Sample
- Active
North ridge
Maya Chen
186 pins · 42% complete
- Active
Harbor loop
Jordan Hale
94 pins · 18% complete
Related
Keep going from this front desk
- Follow up on the visit
If they ask you to return, Requires Follow-up and a date live on that knock.
- Book the sit as an outcome
The person who can decide still ends as an outcome on the pin.
- Cut the turf
The front desk sits on turf, not on a loose list of accounts.
- Field sales
The territory and the visit this front desk belongs to.
- Back to the guides hub
The index this how-to opens from.
- Full desk pricing
Full desk is on the pricing page. A free trial is not open.
FAQ
Frequently asked questions
How to get past the gatekeeper without a story?
How to get past the gatekeeper starts with your name, your company, and one sentence about why you are there. Ask for the person who can decide. Knockdesk is field sales software for logging that visit on the turf.
Is a fake name part of getting past the front desk?
No. Do not use a fake identity, a borrowed badge, or a claim that you already have a meeting. Say who you are.
What do I log if they will not let me through?
Log the visit on the pin. If they ask you to return, pick an outcome with Requires Follow-up and set the date. If you could not enter the building, Gated / No Access is that outcome.
Where does the B2B front desk live?
On turf cut from the territory. The front desk is a pin on that pack, so the next rep can see the outcome.
Does the desk pull accounts from another system as I walk?
No. You import a file and export a file. There is no live sync. Recording is opt-in if you tape the conversation, and skip still logs the outcome.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open.
The front desk
Bring the account you still explain from memory.
We will put that front desk on turf and log the visit under your own name. Book a walkthrough. A free trial is not open.
Book a Walkthrough