Kelli B.

Examiner
DISC Type : cs

Marketing Manager at State Employees Credit Union of New Mexico

Santa Fe, New Mexico, United States

Overview

Kelli has no verified overview

Personality Overview

Late Adopter

Process Oriented

Unexpressive

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Kelli has no verified topics they care about

Media Appearances

Kelli has no verified media appearances

Work History

2-2023
Marketing Manager at State Employees Credit Union of New Mexico
1-2003
Owner / Creative Director at Hello Creative Solutions
5-2022 - 11-2022
Product Marketing Manager at Mindbody
11-2018 - 5-2022
Product Marketing Manager - CRM at Simpleview
1-2012 - 11-2018
Marketing Manager & Creative Director at Jackrabbit Systems

Education

2002 - 2005
BA from Southwest University of Visual Arts
2001 - 2002
Graphic Design from New Mexico State University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Santa Fe, New Mexico, United States Job Level : Middle Designation : Marketing Manager at State Employees Credit Union of New Mexico
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Insights For Selling To Kelli

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
  • Ask them which other stakeholders would be important for this purchase decision

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 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 Kelli is

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

  • 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 Kelli move?

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

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

You And Kelli

Personality Compatibility


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