Paola Chapa

Editor
DISC Type : CS

Social Media Coordinator / Content Creator at EXCELSIS - Chapa and Salinas Private Wealth Group

United States

Overview

Paola has no verified overview

Personality Overview

Fact-Driven

Skeptic

Sometimes Friendly

They are thorough and always follow a systematic approach.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Paola has no verified topics they care about

Media Appearances

Paola has no verified media appearances

Work History

10-2025
Social Media Coordinator / Content Creator at EXCELSIS - Chapa and Salinas Private Wealth Group
10-2021 - 5-2025
Capital Market Associate at Sanctuary Wealth
6-2021 - 9-2021
Financial Advisor Assistant at Excelsis Global Private Wealth
1-2019 - 12-2019
Front Desk at University of the Incarnate Word

Education

8-2018 - 5-2021
Bachelor of Business Administration - BBA from University of the Incarnate Word
2018 - 2021
General Business from University of the Incarnate Word

More Information

Social Presence :

Prographics :

Exp : 4 Location : United States Job Level : Junior Designation : Social Media Coordinator / Content Creator at EXCELSIS - Chapa and Salinas Private Wealth Group
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Insights For Selling To Paola

During A Call Or A Meeting

DO's

  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • Use a presentation with information before getting into a live product walkthrough

DONT's

  • Avoid emotional and informal language, stay objective and to the point instead
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paola is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Paola

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Paola move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Paola take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Paola

Personality Compatibility


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