Claudette Pickens, CPA, CFE, MBA, CGMA

Questioner
DISC Type : c

Retired at CBP Resources, LLC

Indianapolis, Indiana, United States

Overview

Claudette has no verified overview

Personality Overview

Value Seeker

Cautious & Analytical

Systematic

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

Topics They Care About

Claudette has no verified topics they care about

Media Appearances

Claudette has no verified media appearances

Work History

4-2023
Retired at CBP Resources, LLC
12-2018 - 4-2023
Chief Financial Officer at Covenant Christian High School
3-2017
Chief Financial Officer at LCP Transportation, LLC
11-2015 - 2-2017
Senior Managing Consultant at BKD CPAs & Advisors
9-2014 - 10-2015
CFO Indiana Title XIX Projects at Hewlett-Packard

Education

1999 - 2002
Master of Business Administration (MBA) from Indiana Wesleyan University
1977 - 1983
Bachelor of Science (BS) from Calumet College of St. Joseph

More Information

Social Presence :

Prographics :

Exp : 28 Location : Indianapolis, Indiana, United States Job Level : Leadership Designation : Retired at CBP Resources, LLC
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Insights For Selling To Claudette

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 rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Claudette 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 Claudette

  • 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 Claudette move?

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

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Claudette

Personality Compatibility


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