Lisa Swanson

Energizer
DISC Type : I

Senior Project Manager at Golden 1 Credit Union

Sacramento, California, United States

Overview

Lisa has no verified overview

Personality Overview

Informal

Relationship Oriented

Enthusiastic

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are people oriented, friendly and like creating new connections. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

10-2015
Senior Project Manager at Golden 1 Credit Union
2-2014 - 9-2015
Manager, Online Banking at Golden 1 Credit Union
11-2012 - 1-2014
Manager, Digital Banking at Golden 1 Credit Union
3-2011 - 9-2012
Manager, Project Services at Golden 1 Credit Union
1-2008 - 2-2011
IT Business Systems & Process Officer at Golden 1 Credit Union

Education

Lisa has no verified education history

More Information

Social Presence :

Prographics :

Exp : 25 Location : Sacramento, California, United States Job Level : Middle Designation : Senior Project Manager at Golden 1 Credit Union
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be excessively objective, be a storyteller
  • Avoid cutting into their flow

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 can accept limited risks, ones that they think will not impact them personally.

You And Lisa

Personality Compatibility


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