Sarah Forbes

Questioner
DISC Type : c

Financial & Business Services – Emerging Opportunities for Capital Investment at Scottish Enterprise

Greater Aberdeen Area, United Kingdom

Overview

Sarah Forbes is a leader at Scottish Enterprise, focused on unlocking capital investment to drive economic growth across Scotlands financial and business services sectors. With a background that includes a BA in Retail Management and a Post Graduate Diploma in Digital Marketing, she has extensive experience in project management, stakeholder engagement, and building collaborative partnerships.

Outside of her primary role, Sarah has a background in entrepreneurship, having been the business owner of Percy + Pip. She previously spent over a decade in people management at John Lewis, demonstrating a long-standing interest in retail and team development. She is a Certified Digital Marketing Expert.

Sarah was a key driver in the development of the Scottish Blockchain & Digital Trust Taskforce, where she now helps shape policy and drive adoption.

Personality Overview

Systematic

Cautious & Analytical

Not Easily Convinced

They prefer to analyze every situation thoroughly.
  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

Blockchain & Digital Trust
A key driver and member of Scotland's Blockchain & Digital Trust Taskforce, she frequently speaks on and promotes the technology's adoption across Scottish industries.
Fintech Innovation
Attends major industry events like PAY360 and MoneyLIVE, with a focus on emerging trends such as digital assets, agentic AI, and tokenised payments.
Capital Investment
Her current role is centered on developing propositions that attract capital investment to accelerate innovation and growth within Scotland's key business sectors.

Media Appearances

Sarah has no verified media appearances

Work History

12-2025
Financial & Business Services – Emerging Opportunities for Capital Investment at Scottish Enterprise
1-2024
Taskforce Member at Blockchain & Digital Trust Taskforce
8-2022 - 12-2025
Digital Economy Specialist at Scottish Enterprise
1-2019 - 10-2023
Business Owner at Percy + Pip
1-2014 - 9-2021
People Manager (Various) at John Lewis

Education

8-2021 - 7-2022
Post Graduate Diploma from Digital Marketing Institute
2005 - 2009
BA (Hons) Retail Management from Robert Gordon University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Aberdeen Area, United Kingdom Job Level : N/A Designation : Financial & Business Services – Emerging Opportunities for Capital Investment at Scottish Enterprise
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Insights For Selling To Sarah

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • 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

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sarah 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 Sarah

  • 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 Sarah move?

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

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


You And Sarah

Personality Compatibility


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