Max Wheelwright

Critic
DISC Type : C

Accounting Clerk at WealthAbility at WealthAbility

Phoenix, Arizona, United States

Overview

Max has no verified overview

Personality Overview

Critic

Information Seeker

Objective Thinker

They are quite likely to negotiate on pricing or other key terms.  They don’t appreciate bells and whistles unless backed by data. They like to do things independently and don’t look for support from others.

Topics They Care About

Max has no verified topics they care about

Media Appearances

Max has no verified media appearances

Work History

4-2024
Accounting Clerk at WealthAbility at WealthAbility
8-2021 - 4-2024
Client Services Representative at WealthAbility
4-2024 - 4-2024
Accounting Clerk at Wheelwright Manahan Family Office
6-2021 - 8-2021
Direct Care Worker (HCBS Provider) at Arizona Autism
12-2017 - 6-2021
Customer Service Representative at Peckham, Inc.

Education

2001 - 2007
Bachelor’s Degree from Arizona State University
1997 - 2001
High School from Corona del Sol High School

More Information

Social Presence :

Prographics :

Exp : 8 Location : Phoenix, Arizona, United States Job Level : N/A Designation : Accounting Clerk at WealthAbility at WealthAbility
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Insights For Selling To Max

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready for penetrating questions and critical examination of your pitch
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t rush them till they have clearly gotten all the necessary information
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Max is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Max

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Max move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Max take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Max

Personality Compatibility


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