Leslie Berlin

Pioneer
DISC Type : isd

Chief Financial Officer at Uplift Education

Dallas, Texas, United States

Overview

Leslie has no verified overview

Personality Overview

Decisive But Friendly

Dynamic But Sincere

Friendly But Fast

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  If they are convinced, they can become very strong champions for your product They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Leslie has no verified topics they care about

Media Appearances

Leslie has no verified media appearances

Work History

3-2023
Chief Financial Officer at Uplift Education
1-2023
Member at Chief
1-2021
President & Founder at Pocket CFO, Inc
10-2022 - 3-2023
Franchise Business Consultant at Immersive Gamebox
6-2022 - 1-2023
Chief Financial Officer at Chaac Foods Restaurants

Education

Bachelor of Engineering Degree (B.E.) from Vanderbilt University
Master of Business Administration Degree (M.B.A.) from SMU Cox School of Business

More Information

Social Presence :

Prographics :

Exp : 20 Location : Dallas, Texas, United States Job Level : Leadership Designation : Chief Financial Officer at Uplift Education
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Insights For Selling To Leslie

During A Call Or A Meeting

DO's

  • Showcase existing customers and use case-studies to grab their attention
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Keep your pitch focused on the impact but nurture the relationship too

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Leslie is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Leslie

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Leslie move?

  • They are generally fast movers and can take quick decisions
  • Can Leslie take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Leslie

Personality Compatibility


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