Katie Swan

Questioner
DISC Type : c

Financial Director at Engineius

Lichfield, England, United Kingdom

Overview

Katie has no verified overview

Personality Overview

Systematic

Price-Sensitive

Cautious & Analytical

They prefer to do thorough analysis of any situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

4-2025
Financial Director at Engineius
5-2024 - 11-2024
Head of Commercial Finance at OneAdvanced
1-2022 - 5-2024
Finance Director - Europe at Energy One Limited
6-2020 - 1-2022
Head of Finance and Corporate - Europe at Energy One Limited
10-2018 - 6-2020
Head of Finance and Corporate at Contigo Software Limited

Education

Katie has no verified education history

More Information

Social Presence :

Prographics :

Exp : 15 Location : Lichfield, England, United Kingdom Job Level : Mid-senior Designation : Financial Director at Engineius
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for 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?

  • If they have the information that they need, they can move fast at making their decisions.
  • 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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