Cassie Halverson

Questioner
DISC Type : c

Marketing Specialist at WCCU Credit Union

Viroqua, Wisconsin, United States

Overview

Cassie has no verified overview

Personality Overview

Value Seeker

Cautious & Analytical

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Cassie has no verified topics they care about

Media Appearances

Cassie has no verified media appearances

Work History

11-2021
Marketing Specialist at WCCU Credit Union
11-2020 - 4-2024
Employee Experience Specialist at WCCU Credit Union
3-2019 - 11-2020
Staff Development Coordinator at WCCU Credit Union
8-2017 - 2-2019
Marketing And Public Relations Assistant at Vernon Memorial Healthcare
2-2015 - 3-2017
Marketing Specialist at WCCU Credit Union

Education

2011 - 2015
Associate of Applied Science Degree from Western Technical College - Company
2007 - 2011
Diploma from Westby High

More Information

Social Presence :

Prographics :

Exp : 14 Location : Viroqua, Wisconsin, United States Job Level : Junior Designation : Marketing Specialist at WCCU Credit Union
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Insights For Selling To Cassie

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cassie is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Cassie

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Cassie move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Cassie take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Cassie

Personality Compatibility


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