Terri Boles, CPA

Enthusiast
DISC Type : i

Parley Pro | CounselLink Account Manager at LexisNexis

Austin, Texas Metropolitan Area, United States

Overview

Terri has no verified overview

Personality Overview

Consensus Focused

Non-Confrontational

Amiable & Agreeable

They are more about building relationships than just cutting deals.  They are generally friendly, so be careful when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Terri has no verified topics they care about

Media Appearances

Terri has no verified media appearances

Work History

11-2022
Parley Pro | CounselLink Account Manager at LexisNexis
12-2010 - 11-2022
Legal Operations Manager at NXP Semiconductors
8-2004 - 12-2010
Owner at Terri Boles, CPA
Fixed Asset Accountant, GL Accountant, & Royalty and Revenue Accountant at Apple

Education

Bachelor of Business Administration (BBA) from Texas State University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Austin, Texas Metropolitan Area, United States Job Level : Middle Designation : Parley Pro | CounselLink Account Manager at LexisNexis
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Insights For Selling To Terri

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Ask them how their day is going or exchange some other pleasantries
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Terri is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Terri

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Terri move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Terri take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Terri

Personality Compatibility


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