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How to reach decision makers and get a meeting, even with a CEO

Updated By the SalesOne research team9 min read

The short answer

To reach decision makers, give them a reason they recognize: a dated change at their company and the problem it creates for their part of the business. Start with the person who owns that problem, keep the first message short with one easy question, and bring the executive in once the problem is confirmed.

Why is it hard to reach decision makers?

Decision makers ignore most outreach because most of it gives them no reason to reply, and because one person rarely decides alone.

  • Irrelevance. In a Gartner survey of 632 B2B buyers (June 2025), 73% said they actively avoid suppliers who send irrelevant outreach.
  • Pressure. In Hunter’s State of Email Outreach 2026, 65% of decision makers said cold emails fail because they feel too sales-focused.
  • Groups, not individuals. A typical buying decision includes 13 internal stakeholders and nine external influencers, according to Forrester’s State of Business Buying 2026.

So reaching a decision maker is less about finding a back door and more about arriving with something worth their time. Who they are is covered in our guide to decision makers; finding their names and sources is covered in how to find decision makers in a company.

Who should you contact first?

Contact the person who owns the problem first, then the person who signs. One or two people per company at a time works better than writing to everyone.

A decision rule: who to contact first, by how the purchase fits the budget (SalesOne guide, Oct 2026)
If the purchaseContact firstBring in next
Fits inside one department’s budgetThe head of that departmentThe manager who will use it
Needs a new budget lineThe person who owns the problemThe executive over the function, then finance
Spans several departments or sitesThe executive sponsor, if one is visible; otherwise the most affected department headAn evaluator from each department
Is strategic for a small companyThe CEO or founderWhoever will run the project

Hunter’s 2026 data supports a narrow start: contacting one or two people per company yielded a 5.1% reply rate, against 3.5% for three or more. Move to the next person when the first has not answered, not all at once.

What gives a decision maker a reason to reply?

A reason to reply is a recent, specific change at their company, the problem it creates for them, and a question they can answer quickly.

In Hunter’s 2026 report, 67% of decision makers said personalization using publicly available information makes them more likely to reply. The useful kind is not a compliment about a post. It is a dated event, such as a new site, a new leader, an acquisition or a project named in a job post, connected to the part of the business that person runs. Our guide to trigger events in sales lists the events worth watching.

How do you contact a decision maker?

Use the channel that carries your reason best: a short email for most first contacts, a call for a confirmed problem, and an introduction whenever someone can make one.

Ways to reach a decision maker
ChannelWorks best whenWatch out for
EmailYou have a dated reason and one questionLong messages and requests for 30 minutes in the first email
PhoneThey have replied, or the reason is urgentCalling with nothing specific to say
IntroductionAn investor, adviser, customer or former colleague knows themAsking for an introduction without saying why it helps them
A professional networkThey post or comment on the topic you can help withConnection requests that open with a pitch
EventsThey speak at or attend an event you go toPitching on the spot instead of asking for a follow-up

Follow up, but not forever. Hunter found that three messages instead of one more than doubled total replies (6.8% against 3.3%). Our guide to sales follow-up emails has templates.

How do you get a meeting with a CEO?

Write to a CEO only when the topic is theirs: strategy, growth, risk or a change they announced. Tie the message to their own words and ask for little.

  1. Check that it is the CEO’s topic. At a small company most purchases are; at a large one, only strategic ones.
  2. Use their words. Quote a priority from their annual report, a press release or an interview, with the date.
  3. Say what changes for them in one sentence, not what you sell.
  4. Make the ask small: a question, or a short call on one topic.
  5. Offer a way down: “If this sits with someone else, who should I speak to?” A referral from the CEO’s office opens the right door.
  6. Use an introduction where you can. A board member, investor or shared customer carries more weight than any subject line.

How do you get past the gatekeeper?

Treat the gatekeeper as a helpful entry point, not an obstacle: be specific about why you are calling and ask who owns the topic.

  • Say the reason in one sentence: “I am calling about the Dayton expansion permitted on September 12.”
  • Ask a routing question: “Who looks after production planning for the new site?”
  • Be honest about who you are. A gatekeeper who feels misled will not put you through next time.
  • Thank them by name, and use their name when you call back.

How should you prepare for a meeting with a CEO?

Prepare one point of view about their business, the numbers behind it and a clear next step. A CEO meeting is short, so every minute needs a purpose.

  • Their priorities in their own words, from the latest annual report, press release or interview.
  • The change that brought you here, with its date and source.
  • One hypothesis about what it means for them, and the question that would prove you wrong.
  • Who else in the company owns the problem, so you can propose the next meeting.
  • A time limit you keep, and one decision you ask for at the end.

Our account research checklist covers the research behind each point.

What does reaching a decision maker look like on one account?

Here is how an engineering firm reached the people who decide at one account. The company and its people are fictional.

Fictional sample: reaching the decision makers at Halvorsen Castings
DayWhoWhat happened
1Toledo plant manager (runs production today)A 70-word email naming the Dayton expansion permit dated Sep 12, 2026, with one question about planning production across two sites
4Toledo plant managerA short follow-up with one useful detail about moving work between sites
6Toledo plant managerReplied: planning starts in spring, and COO Ruth Adeyemi will decide
8Ruth Adeyemi, COO (named Aug 25, 2026; signs)An email referring to the plant manager’s reply, asking for 20 minutes on the spring plan
15COO and plant managerMeeting held; CFO Gordon Hale to join the next one

The seller never wrote to the CEO. The decision sat with the COO, and the plant manager’s reply gave the COO a reason to take the meeting.

How does SalesOne help you reach decision makers?

SalesOne is AI account research and qualification for B2B teams. S1 agents find the dated reason, then map the buying committee: who owns the problem, who signs and who can block it.

In SalesOne’s production research runs in October 2026, S1 agents mapped 4.2 people per kept account on average, 95% with a dated source. Outreach rules decide who on your team may contact whom. A person approves every message, and every approval is recorded with who gave it.

Sources

  1. Gartner press release: 61% of B2B buyers prefer a rep-free buying experience (Jun 25, 2025; 632 B2B buyers; read October 25, 2026) (opens in a new tab)gartner.com
  2. Forrester: The State of Business Buying, 2026 (press release, Jan 21, 2026; read October 25, 2026) (opens in a new tab)forrester.com
  3. Hunter: State of Email Outreach 2026 (31 million emails sent in 2025, plus recipient surveys; read October 25, 2026) (opens in a new tab)hunter.io

Where this fits in SalesOne

S1 agents do the homework in every agent step. Your team builds the relationship in Engage and Close.

  1. Learn

    Who you are, what you sell, your proof

  2. Target

    Your ideal customer, written as rules

  3. Research

    Every company, from dated sources

  4. Qualify

    Kept or turned down, with the reason

  5. Plan

    Who decides, the point of view, the first draft

  6. Engage

    Outreach a person approves

  7. Close

    Meetings booked, the brief ready

  8. Refine

    Each run builds on the last

Frequently asked questions

How do you ask a CEO for a meeting?

In two or three sentences: the change at their company in their own words, what it means for them, and a small ask, such as one question or a short call on one topic. Offer to speak with whoever owns the topic if it is not them.

Should you go straight to the CEO?

Only when the topic is the CEO’s, which is most purchases at a small company and only strategic ones at a large company. Otherwise start with the person who owns the problem.

How many times should you contact a decision maker?

About three messages over two to three weeks, each adding something new. In Hunter’s 2026 data, three messages more than doubled replies compared with one.

Is it better to call or email a decision maker?

Email first for most cold contacts, because it carries the reason and lets them answer in their own time. Call once they have replied or when the reason is urgent.

What should the first message to a decision maker say?

What changed at their company, the problem it creates for them, and one easy question. Keep it under 100 words and leave out what you sell until they ask.

Know who owns the problem before you write

See S1 agents map the decision maker, the economic buyer and the person who owns the problem at accounts in your market, each with a dated source.