Lisa Hefter

Wildcard
DISC Type : sci

President, Chief Operating Officer at Peoples Bank

Bellingham, Washington, United States

Overview

Lisa has no verified overview

Personality Overview

Requires Proof

Friendly But Slow

Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

1-2023
President, Chief Operating Officer at Peoples Bank
6-2021 - 1-2023
Executive Vice President, Chief Operating Officer at Peoples Bank
10-2020
Board Member at Peoples Bank

Education

2007 - 2009
Education details unavailable from Pacific Coast Banking School
1989 - 1992
BS Business from Central Washington University

More Information

Social Presence :

Prographics :

Exp : 5 Location : Bellingham, Washington, United States Job Level : Leadership Designation : President, Chief Operating Officer at Peoples Bank
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Build rapport, it will come handy to handle hard questions later
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Lisa

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Lisa take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Lisa

Personality Compatibility


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