Victoria (Tori) Planells

Judge
DISC Type : Dc

Founder & Fractional CMO at Ugli Ventures

Miami, Florida, United States

Overview

Victoria (Tori) Planells is the Founder of Ugli Ventures and a Fractional CMO who helps B2B CEOs transform marketing into a scalable revenue engine. With a background from Fordham University, people who have worked with her often describe her as intelligent, passionate, and knowledgeable, highlighting her strategic expertise.

Outside of work, she is an author and enjoys being on a boat, traveling, and reading. Her personal brand tagline is "B2B Marketing for people whod rather be on a boat, " which reflects her approach to creating efficient systems that allow for a better work-life balance and more freedom.

She wrote a book titled, "Youre Not Stuck: A guide to creating a life you love, " aimed at helping people overcome career stagnation.

Personality Overview

Quality Focused

Fast But Wary

Generally Skeptic

More than the product, they care about the effectiveness of the product.  They are not focused on building rapport and relationships. They like to act fast and expect others to do the same.

Topics They Care About

Revenue-Driven Marketing
Her entire professional focus is on transforming marketing from a support function into a strategic, revenue-driving department for B2B companies.
Scalable B2B Systems
She created the "Scalable Marketing Machine™" to help businesses build marketing programs that drive sustainable growth without being overly complex or messy.
CEO & Founder Mindset
Her content and book focus on helping leaders get "unstuck, " set meaningful goals, and make strategic decisions that change the trajectory of their business.

Media Appearances

Victoria has no verified media appearances

Work History

3-2017
Founder & Fractional CMO at Ugli Ventures
6-2021 - 12-2021
Marketing Director at SaaS Academy
4-2021 - 7-2021
MiamiTech Drop Fellow at On Deck
4-2019 - 1-2020
Growth Strategist for Hospitality & Travel Brands at Diaz & Cooper Advertising
2-2014 - 2-2016
Regional Director of Sales and Marketing at Chic Collection

Education

2002 - 2006
Bachelor's degree from Fordham University
2005 - 2005
Literature from Charles University

More Information

Social Presence :

Prographics :

Exp : 5 Location : Miami, Florida, United States Job Level : Leadership Designation : Founder & Fractional CMO at Ugli Ventures
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Insights For Selling To Victoria (Tori)

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Make sure that you circle back fast on any action items, it wins their trust
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Avoid being too verbose
  • Avoid being a storyteller and don’t try to oversell
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Victoria (Tori) is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Victoria (Tori)

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Victoria (Tori) move?

  • They can take decisions very fast if you manage to convince them.
  • Can Victoria (Tori) take some risk or not?

  • The risks don’t matter much to them.

You And Victoria (Tori)

Personality Compatibility


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