Lisa Capps

Energizer
DISC Type : I

Founder/CEO at SumItUp Consulting Services

Driftwood, Texas, United States

Overview

Lisa has no verified overview

Personality Overview

Big Picture Person

Full Of Energy

Believer

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. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

1-2022
Founder/CEO at SumItUp Consulting Services
9-2019 - 4-2024
Treasurer and Chief Financial Officer at CoreTel Communications
12-2018 - 9-2019
Consulting CFO at Vine Financial Partners
8-2015 - 12-2018
Controller at Dropoff
2-2009 - 7-2015
Controller at Shango LLC

Education

Lisa has no verified education history

More Information

Social Presence :

Prographics :

Exp : 16 Location : Driftwood, Texas, United States Job Level : N/A Designation : Founder/CEO at SumItUp Consulting Services
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Avoid overloading them with too much detail
  • Don’t be too formal, focus on building comfort and trust
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

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

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

Insights For Deal Planning

    How fast (or slow) will Lisa move?

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

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

You And Lisa

Personality Compatibility


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