Helen Lao

Wildcard
DISC Type : cis

Forbes Executive Council Member at Forbes Business Council

Newport Beach, California, United States

Overview

Helen has no verified overview

Personality Overview

Friendly But Slow

Requires Proof

ROI Driven

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Helen has no verified topics they care about

Media Appearances

Helen has no verified media appearances

Work History

6-2023 - 2-2025
Forbes Executive Council Member at Forbes Business Council
4-2011
Founder & President at ClearPath Solutions

Education

Bachelor of Business Administration - BBA from Bryant University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Newport Beach, California, United States Job Level : Leadership Designation : Forbes Executive Council Member at Forbes Business Council
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Insights For Selling To Helen

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Share testimonials from known people and give multiple examples of product value
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Helen is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Helen

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Helen move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Helen take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Helen

Personality Compatibility


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