Claudia Lo

Researcher
DISC Type : Cs

Head of Corporate Product Marketing at Plaid

San Francisco, California, United States

Overview

Claudia has no verified overview

Personality Overview

Perfectionist

Cost Conscious

Process Focused

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Claudia has no verified topics they care about

Media Appearances

Claudia has no verified media appearances

Work History

10-2024
Head of Corporate Product Marketing at Plaid
4-2020 - 10-2024
Product Communications Manager at Plaid
1-2018 - 3-2020
Product Communications at Shopify
7-2015 - 10-2017
Associate at Burson-Marsteller
3-2013 - 7-2015
Client Executive at Burson-Marsteller

Education

2008 - 2012
Bachelor of Arts from UC San Diego

More Information

Social Presence :

Prographics :

Exp : 13 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Head of Corporate Product Marketing at Plaid
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Insights For Selling To Claudia

During A Call Or A Meeting

DO's

  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid emotional and informal language, stay objective and to the point instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Claudia is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Claudia

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Claudia move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Claudia take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Claudia

Personality Compatibility


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