Courtney Lada

Evaluator
DISC Type : csd

Director, Social Media at Fidelity Investments

Greater Boston, United States

Overview

Courtney has no verified overview

Personality Overview

Quality Focused

Hard To Convince

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Courtney has no verified topics they care about

Media Appearances

Courtney has no verified media appearances

Work History

6-2021
Director, Social Media at Fidelity Investments
10-2020 - 6-2021
Social Media Strategist at CVS Health
5-2020 - 7-2020
Social Media Strategist at MullenLowe U.S.
7-2019 - 4-2020
Director, Social Strategy at MullenLowe U.S.
4-2017 - 6-2019
Associate Director, Social Strategy at MullenLowe U.S.

Education

2007 - 2011
Bachelor of Business Administration from The George Washington University School of Business
2003 - 2007
Education details unavailable from Rocky Hill Country Day School

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater Boston, United States Job Level : Mid-senior Designation : Director, Social Media at Fidelity Investments
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Insights For Selling To Courtney

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Courtney is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Courtney

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Courtney move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Courtney take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Courtney

Personality Compatibility


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