Julia Insana

Wildcard
DISC Type : csi

Marketing Manager at CBIZ

Greater Cleveland, United States

Overview

Julia has no verified overview

Personality Overview

Curious But Skeptical

Requires Proof

Friendly But Slow

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

Topics They Care About

Julia has no verified topics they care about

Media Appearances

Julia has no verified media appearances

Work History

3-2026
Marketing Manager at CBIZ
10-2025 - 3-2026
Marketing Manager at Nexus Engineering Group
6-2024 - 10-2025
Associate Marketing Manager at Nexus Engineering Group
3-2024 - 5-2024
Associate Account Manager at The Adcom Group
12-2022 - 3-2024
Account Coordinator at The Adcom Group

Education

8-2019 - 12-2021
Bachelor's degree from Cleveland State University
8-2017 - 5-2019
Administration of Justice from University of Pittsburgh

More Information

Social Presence :

Prographics :

Exp : 9 Location : Greater Cleveland, United States Job Level : Middle Designation : Marketing Manager at CBIZ
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Insights For Selling To Julia

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Build rapport, it will come handy to handle hard questions later
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julia is

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

  • 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 Julia move?

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

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

You And Julia

Personality Compatibility


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