Tatiana Medina

Questioner
DISC Type : c

Founder at Capstone | AI-Readiness Systems That Accelerate Adoption and ROI

United States

Overview

Tatiana Medina is the Founder of Capstone Business Associates, where she helps CEOs and boards achieve measurable ROI from AI and automation. With a background in Technology Management from UC Santa Barbara, she focuses on aligning strategy, governance, and operations to ensure successful technology adoption and prevent project failures.

Outside of her professional work, Tatiana is dedicated to giving back to her local business community. She is passionate about personal development, often discussing the importance of mental clarity and authenticity. She actively supports fellow entrepreneurs through mentorship and sharing her expertise.

Tatiana volunteers her time as a business mentor for SCORE Mentors Manasota, helping small businesses prepare for AI.

Personality Overview

Cautious & Analytical

Systematic

Not Easily Convinced

They are more likely than others to negotiate on pricing and terms.  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.

Topics They Care About

AI Adoption ROI
Her entire professional focus is helping companies produce measurable ROI from adopting AI and automation, as stated in her headline and introduction.
Outsourcing Failures
She highlights statistics on the high failure rate of outsourcing agreements, indicating a focus on helping clients mitigate these specific risks.
Mentoring Entrepreneurs
She is a volunteer mentor with SCORE Mentors Manasota, dedicating her free time to supporting and strengthening the local small-business community.

Media Appearances

Tatiana has no verified media appearances

Work History

1-2023
Founder at Capstone | AI-Readiness Systems That Accelerate Adoption and ROI
8-2013 - 6-2023
Principal at GRM
8-2021 - 4-2022
Area Manager at Redstone Residential, Inc.
11-2016 - 8-2021
Community Manager at Redstone Residential, Inc.
2-2016 - 11-2016
Leasing Manager at Redstone Residential, Inc.

Education

Technology Management from UC Santa Barbara
Global Studies from UC Santa Barbara

More Information

Social Presence :

Prographics :

Exp : 19 Location : United States Job Level : Leadership Designation : Founder at Capstone | AI-Readiness Systems That Accelerate Adoption and ROI
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Insights For Selling To Tatiana

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • 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 Tatiana 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 Tatiana

  • 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 Tatiana move?

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

  • Can Tatiana take some risk or not?

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


You And Tatiana

Personality Compatibility


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