Shelly Farrell

Organizer
DISC Type : Sd

Chief Financial Officer at First Step Staffing

North Port-Sarasota Area, United States

Overview

Shelly has no verified overview

Personality Overview

Thoughtfully Quick

Trusting Of Others

Somewhat Formal

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Shelly has no verified topics they care about

Media Appearances

Shelly has no verified media appearances

Work History

5-2025
Chief Financial Officer at First Step Staffing
3-2025
Founder and Principal Consultant at Farrell Financial Services
1-2024 - 3-2025
Chief Financial Officer at Tervis
1-2023 - 12-2023
Vice President of Finance at Tervis
1-2021 - 12-2022
Controller at Tervis

Education

2011 - 2012
Fifth Year Accounting from University of South Florida
2007 - 2011
Bachelor's degree from University of South Florida Sarasota-Manatee

More Information

Social Presence :

Prographics :

Exp : 8 Location : North Port-Sarasota Area, United States Job Level : Leadership Designation : Chief Financial Officer at First Step Staffing
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Insights For Selling To Shelly

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Let them know of potential risks but suggest mitigation methods alongside
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shelly is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Shelly

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Shelly move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Shelly take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Shelly

Personality Compatibility


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