Kyle Potter, CPA

Evaluator
DISC Type : csd

Partner at TSS Advisors, LLC

Lebanon, New Hampshire, United States

Overview

Kyle has no verified overview

Personality Overview

Hard To Convince

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Kyle has no verified topics they care about

Media Appearances

Kyle has no verified media appearances

Work History

7-2022
Partner at TSS Advisors, LLC
7-2020 - 6-2022
Senior Audit Manager at TSS Advisors, LLC
7-2018 - 6-2020
Audit Manager at TSS Advisors, LLC
7-2015 - 6-2018
Audit Supervisor at TSS Advisors, LLC
7-2013 - 6-2015
Senior Accountant at TSS Advisors, LLC

Education

2007 - 2011
Bachelor of Science (B.S.) in Accounting from Saint Michael's College

More Information

Social Presence :

Prographics :

Exp : 14 Location : Lebanon, New Hampshire, United States Job Level : N/A Designation : Partner at TSS Advisors, LLC
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Kyle

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Kyle move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Kyle take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Kyle

Personality Compatibility


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