Nicola McDougall, CPA, CA

Questioner
DISC Type : c

Controller at Savvy Wealth

United States

Overview

Nicola has no verified overview

Personality Overview

Value Seeker

Price-Sensitive

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Nicola has no verified topics they care about

Media Appearances

Nicola has no verified media appearances

Work History

1-2026
Controller at Savvy Wealth
11-2021 - 12-2025
Controller at Headway
8-2018 - 11-2021
Director, Accounting at Guild
3-2017 - 5-2018
Controller at Industrious
10-2016 - 3-2017
Manager, Financial Reporting at Mobify, A Salesforce Company

Education

Masters in Management (exchange program) from ESCP Business School
Bachelor of Business Administration (with Distinction) from Simon Fraser University

More Information

Social Presence :

Prographics :

Exp : 9 Location : United States Job Level : N/A Designation : Controller at Savvy Wealth
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Insights For Selling To Nicola

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicola is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Nicola

  • 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 Nicola move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Nicola take some risk or not?

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


You And Nicola

Personality Compatibility


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