Dana Moody, CPA

Questioner
DISC Type : c

Curriculum and Content Development Director at WebCE

Fort Worth, Texas, United States

Overview

Dana has no verified overview

Personality Overview

Price-Sensitive

Systematic

Value Seeker

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  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

Dana has no verified topics they care about

Media Appearances

Dana has no verified media appearances

Work History

6-2025
Curriculum and Content Development Director at WebCE
4-2024 - 6-2025
Senior Content Management Analyst - Acquisitions Editor at Wolters Kluwer Tax & Accounting US
11-2022 - 2-2024
Senior Technical Editor - CPE at CeriFi
4-2009 - 11-2022
Senior Technical Editor - Subject Matter Expert Online CPE at Thomson Reuters
7-2008 - 4-2009
Controller at All Saints' Episcopal School

Education

1994 - 1994
Master of Science from The University of Texas at Arlington
1994 - 1994
Bachelors of Business Adminstration from The University of Texas at Arlington

More Information

Social Presence :

Prographics :

Exp : 17 Location : Fort Worth, Texas, United States Job Level : Mid-senior Designation : Curriculum and Content Development Director at WebCE
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Insights For Selling To Dana

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dana 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 Dana

  • 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 Dana move?

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

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


You And Dana

Personality Compatibility


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