Terri Payne

Researcher
DISC Type : Cs

Estate & Trust Paralegal at Keyser Maloney & Winner LLP

Lawrenceville, Pennsylvania, United States

Overview

Terri has no verified overview

Personality Overview

Detail Oriented

Cost Conscious

Process Focused

They are thorough and always follow a systematic approach.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Terri has no verified topics they care about

Media Appearances

Terri has no verified media appearances

Work History

1-2017
Estate & Trust Paralegal at Keyser Maloney & Winner LLP
1-2017
Estate Paralegal at Keyser, Maloney & Winner, LLP
1-2008 - 8-2016
Estate & Trust Paralegal at The Law Offices of Patrick J. Roth, Esq., CPA
1-2004 - 12-2007
Estate & Trust Paralegal at Ziff Law Firm
Office Manager at Microtrends Computer Systems

Education

2016 - 2018
Bachelor of Science with a major in Accounting from University of Phoenix
1981 - 1983
Accounting and Computer Science from Corning Community College

More Information

Social Presence :

Prographics :

Exp : 21 Location : Lawrenceville, Pennsylvania, United States Job Level : Middle Designation : Estate & Trust Paralegal at Keyser Maloney & Winner LLP
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Insights For Selling To Terri

During A Call Or A Meeting

DO's

  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid emotional and informal language, stay objective and to the point instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Terri is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Terri

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Terri move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Terri take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Terri

Personality Compatibility


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