Katie Needham

Questioner
DISC Type : c

Non-Profit Administration - CFO at Westmoreland Davis Memorial Foundation

Lovettsville, Virginia, United States

Overview

Katie has no verified overview

Personality Overview

Cautious & Analytical

Price-Sensitive

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

2-2011
Non-Profit Administration - CFO at Westmoreland Davis Memorial Foundation
4-2008 - 2-2011
Office Coordinator at President Lincoln's Cottage

Education

7-2024 - 12-2024
Other; CORe Credential of Readiness from Harvard Business School Online
2012 - 2014
Master of Business Administration (M.B.A.) from Mount St. Mary's University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Lovettsville, Virginia, United States Job Level : Leadership Designation : Non-Profit Administration - CFO at Westmoreland Davis Memorial Foundation
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Katie

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Katie take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Katie

Personality Compatibility


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