Patrick Capella, CPA

Questioner
DISC Type : c

Partner at FustCharles

Rochester, New York, United States

Overview

Patrick has no verified overview

Personality Overview

Value Seeker

Cautious & Analytical

Price-Sensitive

They are more likely than others to negotiate on pricing and terms.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Patrick has no verified topics they care about

Media Appearances

Patrick has no verified media appearances

Work History

9-2021
Partner at FustCharles
12-2020 - 8-2021
Tax Principal at Mengel, Metzger, Barr & Co. LLP
7-2019 - 12-2020
Senior Tax Manager at PwC
7-2016 - 6-2019
Tax Manager at PwC
12-2013 - 6-2016
Senior Tax Accountant at PwC

Education

2010 - 2011
Master of Science from University at Buffalo
2006 - 2010
Bachelor of Science from State University of New York at Fredonia

More Information

Social Presence :

Prographics :

Exp : 14 Location : Rochester, New York, United States Job Level : N/A Designation : Partner at FustCharles
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • 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 Patrick is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Patrick

  • 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 Patrick move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Patrick take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Patrick

Personality Compatibility


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