O Lloyd Peters, CPA

Questioner
DISC Type : c

Partner at Peters CPA, LLC

Dallas-Fort Worth Metroplex, United States

Overview

O has no verified overview

Personality Overview

Cautious & Analytical

Not Easily Convinced

Price-Sensitive

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

Topics They Care About

O has no verified topics they care about

Media Appearances

O has no verified media appearances

Work History

1-2015
Partner at Peters CPA, LLC
1-2014 - 1-2015
Senior Tax Accountant at The Hudson Group, PLLC
1-2010 - 12-2013
Senior Tax Accountant at The Hudson Group, PLLC
11-2005 - 12-2009
Junior Accountant at Hudson and Company, CPAs
7-2005 - 10-2005
STAFF ACCOUNTANT at NIKE SULAIMAN, CPA

Education

2001 - 2005
Bachelor of Business Administration (B.B.A.) from Midwestern State University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Dallas-Fort Worth Metroplex, United States Job Level : N/A Designation : Partner at Peters CPA, LLC
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Insights For Selling To O Lloyd

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with O Lloyd 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 O Lloyd

  • 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 O Lloyd move?

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

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


You And O Lloyd

Personality Compatibility


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