Lucy Reis Dathan

Examiner
DISC Type : cs

Consultant CFO at myStartUpCFO

New Canaan, Connecticut, United States

Overview

Lucy has no verified overview

Personality Overview

Tough To Convince

Unexpressive

Late Adopter

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Lucy has no verified topics they care about

Media Appearances

Lucy has no verified media appearances

Work History

8-2021
Consultant CFO at myStartUpCFO
1-2019
State Representative at State of Connecticut
5-2009
CFO Principal at Independent CFO Consultant
9-2021 - 9-2022
Chief Financial Officer at Bluejay.AI
12-2013 - 7-2021
Consultant CFO at Spectrum Technologies LLC

Education

9-1989 - 6-1993
BSC from Santa Clara University
1978 - 1989
Education details unavailable from Villa Duchesne

More Information

Social Presence :

Prographics :

Exp : 13 Location : New Canaan, Connecticut, United States Job Level : Leadership Designation : Consultant CFO at myStartUpCFO
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Insights For Selling To Lucy

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lucy is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Lucy

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Lucy move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Lucy take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Lucy

Personality Compatibility


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