Lisa B.

Questioner
DISC Type : c

Director of Business Development, Autism & Behavioral Services at The Stepping Stones Group, LLC

United States

Overview

Lisa has no verified overview

Personality Overview

Not Easily Convinced

Price-Sensitive

Systematic

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

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

7-2024 - 1-2026
Director of Business Development, Autism & Behavioral Services at The Stepping Stones Group, LLC
2-2024 - 7-2024
Regional Manager of Business Development at The Stepping Stones Group, LLC
7-2023 - 1-2024
Business Development Lead at The Stepping Stones Group, LLC
3-2019 - 4-2021
Operations Manager at Transamerica Financial Advisors, Inc.
9-2018 - 3-2019
Executive Assistant at Transamerica Financial Advisors, Inc.

Education

Bachelor of Arts - BA from UC Irvine

More Information

Social Presence :

Prographics :

Exp : 4 Location : United States Job Level : N/A Designation : Director of Business Development, Autism & Behavioral Services at The Stepping Stones Group, LLC
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question

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
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa 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 Lisa

  • 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 Lisa move?

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

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Lisa

Personality Compatibility


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