Lisa Kavanaugh

Observer
DISC Type : ic

Performance Coach at Self-employed

Greater Boston, United States

Overview

Lisa has no verified overview

Personality Overview

Assertive

Example Seeker

Curious

They are likely to ask many questions and look heavily for supporting information.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

5-2016
Performance Coach at Self-employed
11-2014 - 2-2016
Global Programs Marketing Manager at Pegasystems
1-2008 - 4-2014
Plan Sponsor and Provider Marketing Manager at Financial Engines
5-2005 - 12-2007
Director, Retiree Product Management at Fidelity Investments
5-2004 - 5-2005
Director of Strategic Partnerships at Fidelity Investments

Education

Bachelor's Degree from Saint Michael's College

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greater Boston, United States Job Level : Middle Designation : Performance Coach at Self-employed
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Share testimonials from known people and give multiple examples of product value
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Lisa

  • They are practical and friendly, don't expect a clear-cut response often.

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 evaluate their decisions systematically and are less likely to take risks.

You And Lisa

Personality Compatibility


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