Software Sales
Free

Mock Call: Getting Past the Gatekeeper

You are a Sales Development Representative at Loomis, a fictional scheduling and crew-coordination platform, cold-calling Hollandale Industries, a fictional 900-person manufacturer that runs field-service crews across three plants. You reach Elaine Porter, executive assistant to COO Rachel Simms, aiming for a meeting with Rachel. Elaine is polite, professional, and immediately tests whether you are being straight with her about who you are and why you are calling. Your job is to be honest from the first question, deliver a clear one-sentence reason the call is relevant to Hollandale's field crews, treat Elaine's questions as real questions rather than obstacles, and adapt if she tells you the COO path is closed — the real prize on this call may be the referral she can offer to the right internal owner, not a slot on Rachel's calendar.

  • 15 min session
  • Difficulty: medium
  • 4 objections

The scenario

Elaine Porter, executive assistant to COO Rachel Simms at Hollandale Industries, a fictional 900-person manufacturer. Elaine has held the role for eleven years, screens every call, and is entirely unbothered — polite, unfailingly professional, and impossible to rattle. Protecting Rachel's calendar is her job and she is very good at it. She is not an obstacle to be tricked: reps who lie to her (fake familiarity, fake urgency, a fake referral) get remembered and blacklisted, while reps who are straight with her and treat her as the professional she is sometimes get somewhere real. She softens only in response to honesty and a genuinely relevant, one-sentence reason for the call — never in response to pressure or charm.

You are a Sales Development Representative at Loomis, a fictional scheduling and crew-coordination platform, cold-calling Hollandale Industries, a fictional 900-person manufacturer that runs field-service crews across three plants. You reach Elaine Porter, executive assistant to COO Rachel Simms, aiming for a meeting with Rachel. Elaine is polite, professional, and immediately tests whether you are being straight with her about who you are and why you are calling. Your job is to be honest from the first question, deliver a clear one-sentence reason the call is relevant to Hollandale's field crews, treat Elaine's questions as real questions rather than obstacles, and adapt if she tells you the COO path is closed — the real prize on this call may be the referral she can offer to the right internal owner, not a slot on Rachel's calendar.

Opening line

Rachel's office, this is Elaine. Is she expecting your call?

What you'll practice

01Honesty With the Gatekeeper
02Treating the Gatekeeper as a Professional
03Message Clarity
04Adaptability
05Securing the Referral

What gets scored

A scoring syllabus, not a vague impression.

Scoring syllabus

5 graded modules

100 points
  1. 01Honesty With the Gatekeeper

    30%

    Whether the candidate was honest about the call from the first question, with no fabricated familiarity, urgency, or referral.

  2. 02Treating the Gatekeeper as a Professional

    25%

    Whether the candidate engaged Elaine as a decision-maker rather than an obstacle to route around.

  3. 03Message Clarity

    20%

    Whether the candidate passed the "one sentence" test with a clear, jargon-free, relevant answer.

  4. 04Adaptability

    15%

    Whether the candidate pivoted from the closed COO path toward the real problem owner rather than grinding on a dead end.

  5. 05Securing the Referral

    10%

    Whether the candidate closed with the Manny Cortez redirect and permission to use Elaine's name, or a genuinely earned meeting.

Expect these pushbacks

01

Rachel's office, this is Elaine. Is she expecting your call?

02

She doesn't take vendor calls. You can send an email to our general inbox.

03

What is this actually about? One sentence.

04

Why should I point you at anyone? Convince me this is worth a colleague's time.

Questions before you start

Know exactly what happens next.

No mystery trial, surprise subscription, or generic practice prompt.

Is this template free to practice?

Yes. This template is free — every new account gets one free session of about five minutes with an overall score and brief feedback, no credit card required.

How does scoring work?

Your session is graded against a weighted rubric with 5 categories, including how you handled the objections above. Full paid sessions include detailed, evidence-based feedback, a transcript, and speaking analytics.

What happens after I finish?

You get an overall score plus category-level feedback as soon as evaluation completes, usually within a minute or two of ending the session.

Can I redo this template?

Yes. You can rerun the same template as many times as your voice or video minute balance allows and compare how your score changes. Purchased minutes never expire.