Lisa F.

Inspirer
DISC Type : di

Personal Banker at Peoples Bank

Columbus, Ohio, United States

Overview

Lisa is a brand and marketing strategist with over 15 years of experience across the healthcare, retail, and financial industries. Described by colleagues as creative and strategic, she is an expert in new customer acquisition, developing go-to-market strategies, and managing on-budget marketing campaigns.

She provided the core marketing strategy for a startup with very little direction, resulting in their product line being sold in seven states.

Personality Overview

Generous

Charming & Persuasive

Fast Adopter

They measure a product on its merit but can be influenced by strong testimonials.  They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Healthcare Marketing
Her experience includes roles at Cardinal Health and serving clients like Aspen Dental and Pacific Dental. She also shows interest in companies like Kaiser Permanente and Abbott.
Customer Acquisition
Her profile highlights her as a "new customer acquisition expert" who utilizes a mix of both online and offline marketing strategies to drive growth.
Go-to-Market Strategy
In a previous role, she was responsible for implementing effective go-to-market strategies and creating high-impact campaigns for key market segments.

Media Appearances

Lisa has no verified media appearances

Work History

8-2024
Personal Banker at Peoples Bank
2-2024 - 8-2024
Universal Banker II at Peoples Bank
8-2022 - 1-2024
Product Marketing Manager at Heinemann Publishing
9-2019 - 8-2022
Product and Solutions Marketing Manager at Cardinal Health
4-2019 - 8-2019
Senior Digital Marketing Manager at Cardinal Health

Education

Marketing from Franklin University
Education details unavailable from The Ohio State University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Columbus, Ohio, United States Job Level : N/A Designation : Personal Banker at Peoples Bank
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Get them to a point where they are ready to bat for your product internally
  • Acknowledge their status and position during the conversation
  • Keep your pitch focused on the impact but insert some anecdotes into it

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't be unorganized, be prepared for the pitch
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Lisa

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Lisa take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Lisa

Personality Compatibility


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