Thorough Sourcing, Part II

Here is this Tuesday’s Phone Sourcing Tip/it is also listed in the ASK Maureen group here on ERE.

I hope you’ll join and contribute to our discussion!

Identifying yourself immediately on the call goes a long way toward “removing the mystery” for the Gatekeeper. It is not necessary to state the company you’re calling from/on behalf or nor is it necessary to state the reason for your call. A simple acknowledgment of her name (if she tells you when she answers) and your name will many times get the job done! 

“Hi Sheila, this is Maureen Sharib. Can you please transfer me to your marketing department?”

“Hi Sheila, this is Maureen Sharib. I’m trying to reach George O’Connor. Is he in?”

“Hi Sheila, this is Maureen Sharib. I’m trying to reach the Product Manager for your xyz product. Can you tell me who that is?”

If she does not tell you her name, just leave that part off. NEVER ask her for her name! This can be construed as confrontational and you want to avoid confrontation at all costs.

“Hi, this is Maureen Sharib. Can you please transfer me to your marketing department?”

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“Hi, this is Maureen Sharib. I’m trying to reach George O’Connor. Is he in?”

“Hi, this is Maureen Sharib. I’m trying to reach the Product Manager for your xyz product. Can you tell me who that is?”

Phone sourcing is simple but it’s not easy!


This is an on-going series regarding phone sourcing. The beginning of this project is here, and the full, original post is on ERE.net.

Subsequent portions will appear weekly.

Maureen Sharib has been a “Socratic sourcer” her entire sourcing career; from the moment she first picked up the faxed list of Silicon Valley high-tech companies that was her target list to “phone source” in 1996 to today she has instinctively followed this method of investigative sourcing using (mostly) the telephone.  She is a proponent of sourcing as a synonym for success and envisions the craft moving away from a dangerously drudgery-paced life-form existence to an exciting investigative/competitive place within organizations where practitioners co-exist within a framework of market research, human resources, and C-level future planning. She owns the phone sourcing and competitive intelligence firm TechTrak.com, Inc. You can contact her at Maureen at techtrak.com or call her at (513) 646-7306.  If she’s not on the phone she’ll pick up!

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