Lily Putman

Questioner
DISC Type : c

Senior Onboarding Specialist at Crexi

Phoenix, Arizona, United States

Overview

Lily has no verified overview

Personality Overview

Not Easily Convinced

Price-Sensitive

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.


Topics They Care About

Lily has no verified topics they care about

Media Appearances

Lily has no verified media appearances

Work History

12-2023 - 5-2024
Senior Onboarding Specialist at Crexi
5-2022
Customer Success Manager at Crexi
5-2022 - 12-2023
Onboarding Specialist at Crexi
7-2021 - 3-2022
Associate Account Executive at DoorDash
5-2020 - 6-2021
Studio Manager at Orangetheory Fitness | Austin Fitness Group

Education

2016 - 2020
Strategic Communication from Northern Arizona University
Education details unavailable from Northern Arizona University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Phoenix, Arizona, United States Job Level : N/A Designation : Senior Onboarding Specialist at Crexi
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Insights For Selling To Lily

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lily is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Lily

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Lily move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Lily take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Lily

Personality Compatibility


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