Erik Montana

Questioner
DISC Type : c

Chief Strategy Officer (CSO) at Smith Clinesmith LLP

Grand Prairie, Texas, United States

Overview

Erik has no verified overview

Personality Overview

Price-Sensitive

Value Seeker

Cautious & Analytical

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

Topics They Care About

Erik has no verified topics they care about

Media Appearances

Erik has no verified media appearances

Work History

4-2023
Chief Strategy Officer (CSO) at Smith Clinesmith LLP
7-2019 - 5-2023
Mathematics Teacher at Mesquite Independent School District

Education

2015 - 2018
Bachelor of Arts - BA from Texas Tech University
8-2023 - 7-2025
Master of Science - MS from Butler University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Grand Prairie, Texas, United States Job Level : Leadership Designation : Chief Strategy Officer (CSO) at Smith Clinesmith LLP
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Insights For Selling To Erik

During A Call Or A Meeting

DO's

  • 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
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erik 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 Erik

  • 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 Erik move?

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

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


You And Erik

Personality Compatibility


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