Katie Burgess

Planner
DISC Type : Sc

Director of Firm Development at Smith Hulsey & Busey

Jacksonville, Florida, United States

Overview

Katie has no verified overview

Personality Overview

Analytical & Cautious

Deliberate

Disciplined

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They are thorough and always follow a systematic approach.

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

10-2019
Director of Firm Development at Smith Hulsey & Busey
3-2007 - 5-2024
Real Estate Sales Executive at Omni Amelia Island Plantation Resort
10-2015 - 10-2019
Director of Marketing at Jimerson Birr
1-2016
Owner at Coastal Concierge Services

Education

Masters from Florida State University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Jacksonville, Florida, United States Job Level : Mid-senior Designation : Director of Firm Development at Smith Hulsey & Busey
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Katie

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Katie take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Katie

Personality Compatibility


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