Katie Meyer

Examiner
DISC Type : cs

Product & Vendor Management Consultant at CUNA Mutual Group

Madison, Wisconsin, United States

Overview

Katie has no verified overview

Personality Overview

Tough To Convince

Status Quo Seeker

Unexpressive

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

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

10-2019
Product & Vendor Management Consultant at CUNA Mutual Group
2018
Sr. Manager Retirement Program Liaison at CUNA Mutual Group
2012
Retirement Products Manager at CUNA Mutual Group
2005 - 2012
Sr. Executive Assistant at CUNA Mutual Group

Education

Associate's degree from Madison Area Technical College

More Information

Social Presence :

Prographics :

Exp : 21 Location : Madison, Wisconsin, United States Job Level : Senior Designation : Product & Vendor Management Consultant at CUNA Mutual Group
URL has been copied!

Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • 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 Katie is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Katie

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

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Katie take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Katie

Personality Compatibility


Other CUNA Mutual Group Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.