Lee R.

Energizer
DISC Type : I

Chief Revenue Officer (CRO) - Vertikal RMS, Inc. at Vertikal

Laguna Beach, California, United States

Overview

Lee has no verified overview

Personality Overview

Believer

Informal

Enthusiastic

They are people oriented, friendly and like creating new connections.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Lee has no verified topics they care about

Media Appearances

Lee has no verified media appearances

Work History

4-2024
Chief Revenue Officer (CRO) - Vertikal RMS, Inc. at Vertikal
4-2024
Vice President of Sales at EBIX
Vice President / Principal at JenQuest Inc. / Insurance Data Services
Business Development Executive at American Sterling Insurance Company
Product Manager at American Sterling Insurance Company

Education

1980 - 1983
BS from Miami University

More Information

Social Presence :

Prographics :

Exp : 1 Location : Laguna Beach, California, United States Job Level : Leadership Designation : Chief Revenue Officer (CRO) - Vertikal RMS, Inc. at Vertikal
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Insights For Selling To Lee

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Invite them for a lunch or a drink/coffee
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lee is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Lee

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Lee move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Lee take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Lee

Personality Compatibility


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