Morgan Lerner

Enthusiast
DISC Type : i

Senior Analyst at Treacy & Company

Portland, Oregon, United States

Overview

Morgan has no verified overview

Personality Overview

Non-Confrontational

Consensus Focused

Optimistic

They prefer to build relationships rather than staying totally transactional.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Morgan has no verified topics they care about

Media Appearances

Morgan has no verified media appearances

Work History

9-2019 - 9-2020
Senior Analyst at Treacy & Company
9-2016
Co-Founder at GoNanas LIMITED
6-2016 - 12-2017
Field Marketer at KIND
8-2015 - 12-2018
Marketing Lead at Spoon University

Education

2015 - 2019
Bachelor of Arts - BA from University of Michigan
2008 - 2015
Education details unavailable from St. John's High School Houston, TX

More Information

Social Presence :

Prographics :

Exp : 5 Location : Portland, Oregon, United States Job Level : Leadership Designation : Senior Analyst at Treacy & Company
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Insights For Selling To Morgan

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Maintain high, positive energy and convey confidence
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Avoid overloading them with too much information
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Morgan is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Morgan

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Morgan move?

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

  • They can take some low-probability risks if needed.

You And Morgan

Personality Compatibility


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