Lexi Haggard, CPA

Judge
DISC Type : Dc

Tax and Client Accounting Services Supervisor at Smith Leonard PLLC - Accountants & Consultants

Winston-Salem, North Carolina, United States

Overview

Lexi has no verified overview

Personality Overview

Generally Skeptic

Objective Thinker

Fast But Wary

They like to move fast and expect the same from others.  They take a lot of pride in personal achievements. They are not always relationship oriented.

Topics They Care About

Lexi has no verified topics they care about

Media Appearances

Lexi has no verified media appearances

Work History

Tax and Client Accounting Services Supervisor at Smith Leonard PLLC - Accountants & Consultants
Tax and Client Accounting Services Senior Associate at Smith Leonard PLLC - Accountants & Consultants
Tax and Client Accounting Services Associate at Smith Leonard PLLC - Accountants & Consultants
Junior Associate at Omni Financial - Tax Debt Resolution
Franchise Owner at College Pro

Education

2015 - 2019
Bachelor of Science - BS from Indian River State College
2012 - 2014
Associate of Arts - AA from Walla Walla Community College

More Information

Social Presence :

Prographics :

Exp : N/A Location : Winston-Salem, North Carolina, United States Job Level : Junior Designation : Tax and Client Accounting Services Supervisor at Smith Leonard PLLC - Accountants & Consultants
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Insights For Selling To Lexi

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Get to the point quickly instead of spending time doing small talk
  • Objectively showcase the impact that your product creates

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Avoid being too verbose
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lexi is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Lexi

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Lexi move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Lexi take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Lexi

Personality Compatibility


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