Jason Lewis

Examiner
DISC Type : cs

Managing Partner at Soren McAdam LLP

Fontana, California, United States

Overview

Jason has no verified overview

Personality Overview

Status Quo Seeker

Tough To Convince

Unexpressive

They are always well-planned and adopt a systematic approach.  They tend to be clear about their needs and limitations and are unlikely to promise too much. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

1-2025
Managing Partner at Soren McAdam LLP
9-2009
Senior Manager at Soren McAdam LLP
7-2006 - 8-2009
Assurance at Ernst & Young

Education

2006 - 2007
MS from University of Virginia
2002 - 2006
BA from UC Santa Barbara

More Information

Social Presence :

Prographics :

Exp : 19 Location : Fontana, California, United States Job Level : Middle Designation : Managing Partner at Soren McAdam LLP
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Jason

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Jason take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Jason

Personality Compatibility


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