Megan Upton

Enthusiast
DISC Type : i

Accounts Receivable Billing Specialist at The Mortgage Law Firm

Temecula, California, United States

Overview

Megan has no verified overview

Personality Overview

Story Driven

Consensus Focused

Optimistic

Unlike D or C types, they are convinced more by stories and testimonials.  They are more about building relationships than just cutting deals. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Megan has no verified topics they care about

Media Appearances

Megan has no verified media appearances

Work History

5-2018
Accounts Receivable Billing Specialist at The Mortgage Law Firm
8-2013 - 5-2018
Accounts Receivable Specialist at NuFACE
7-2012 - 7-2013
Sales Assistant at SEACOMP (Displaytech & HDP Power)

Education

2009 - 2012
Bachelor's degree from University of La Verne
2006 - 2009
Education details unavailable from UMass Boston

More Information

Social Presence :

Prographics :

Exp : 13 Location : Temecula, California, United States Job Level : Junior Designation : Accounts Receivable Billing Specialist at The Mortgage Law Firm
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Insights For Selling To Megan

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Refer to interesting customer testimonials and stress on great customer experience
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be excessively objective, be like a storyteller with them
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Megan is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Megan

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Megan move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Megan take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Megan

Personality Compatibility


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