Kate Wittemann

Examiner
DISC Type : cs

Owner & Founder at Balanced Bookkeeping LLC

Westford, Massachusetts, United States

Overview

Kate has no verified overview

Personality Overview

Late Adopter

Unexpressive

Overcautious

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Kate has no verified topics they care about

Media Appearances

Kate has no verified media appearances

Work History

12-2017
Owner & Founder at Balanced Bookkeeping LLC
5-2013 - 12-2014
Manager, Branch Exams at Morgan Stanley
5-2007 - 4-2013
Sr Branch Controls Mgr at AXA Advisors
8-2002 - 8-2006
Accounts Receivable / Executive Assistant at Lenfest Broadcasting
5-2001 - 10-2002
Administrative Assisant at Stonhard

Education

Psychology from Lesley University
Business Administration from Rutgers University - Camden

More Information

Social Presence :

Prographics :

Exp : 21 Location : Westford, Massachusetts, United States Job Level : Leadership Designation : Owner & Founder at Balanced Bookkeeping LLC
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Insights For Selling To Kate

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kate 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 Kate

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

Insights For Deal Planning

    How fast (or slow) will Kate move?

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

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

You And Kate

Personality Compatibility


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