Lucia Lopez

Questioner
DISC Type : c

Account Associate, Promotional Products at HALO Branded Solutions

Gilbert, Arizona, United States

Overview

Lucia is an Account Associate specializing in promotional products at HALO Branded Solutions. With a background in operations, inside sales, and customer service, she excels at managing data and streamlining processes. She holds an Associates degree from Mesa Community College and is passionate about ensuring operational smoothness and continuous improvement.

She began her career in the luxury hospitality sector as a Guest Service Representative at a JW Marriott resort before transitioning into business operations.

Personality Overview

Value Seeker

Cautious & Analytical

Systematic

They are more likely than others to negotiate on pricing and terms.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation.

Topics They Care About

Promotional Products
Her current and previous roles are focused on the promotional products and advertising industry, indicating deep experience in this sector.
Process Improvement
States a passion for streamlining processes and continuously finding ways to improve, making sure business functions run smoothly.
Operations Management
Has a solid background in operations, sales support, and webstore management from her roles at Sutter's Mill Specialties and iT1.

Media Appearances

Lucia has no verified media appearances

Work History

10-2024
Account Associate, Promotional Products at HALO Branded Solutions
12-2021 - 10-2024
Webstore Management at Sutter's Mill Specialties
6-2019 - 12-2021
Inside Sales Representative at Sutter's Mill Specialties
12-2015 - 6-2019
Business Operations Associate at iT1
11-2014 - 12-2015
Guest Service Representative/Rooms Controller at JW Marriott Camelback Inn Resort & Spa

Education

2016 - 2018
CCL from Mesa Community College
2016 - 2018
Associate's degree from Mesa Community College

More Information

Social Presence :

Prographics :

Exp : 12 Location : Gilbert, Arizona, United States Job Level : N/A Designation : Account Associate, Promotional Products at HALO Branded Solutions
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Insights For Selling To Lucia

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lucia is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Lucia

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Lucia move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Lucia take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Lucia

Personality Compatibility


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