Frank Serreti

Questioner
DISC Type : c

Managing Director at CBIZ CPAs P.C.

Merrimack, New Hampshire, United States

Overview

Frank has no verified overview

Personality Overview

Not Easily Convinced

Cautious & Analytical

Price-Sensitive

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

Topics They Care About

Frank has no verified topics they care about

Media Appearances

Frank has no verified media appearances

Work History

11-2024
Managing Director at CBIZ CPAs P.C.
2-2024 - 11-2024
Partner / Assurance Services at Marcum LLP
7-1995 - 2-2024
Partner at Powers & Sullivan LLC

Education

1993 - 1995
Bachelor of Science from University of Massachusetts Lowell

More Information

Social Presence :

Prographics :

Exp : 30 Location : Merrimack, New Hampshire, United States Job Level : Mid-senior Designation : Managing Director at CBIZ CPAs P.C.
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Insights For Selling To Frank

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
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Frank 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 Frank

  • 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 Frank move?

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

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

You And Frank

Personality Compatibility


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