Wendy Serra

Questioner
DISC Type : c

Chief Marketing Officer at The Productivity Team

United States

Overview

Wendy has no verified overview

Personality Overview

Value Seeker

Systematic

Price-Sensitive

They are more likely than others to negotiate on pricing and terms.  They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Wendy has no verified topics they care about

Media Appearances

Wendy has no verified media appearances

Work History

6-2025
Chief Marketing Officer at The Productivity Team
3-2025
Vice President of Manufacturing and Business Development at The Productivity Team
12-2019 - 5-2025
Head Of Operations at Jacobs
6-2015 - 12-2019
Global Account Executive at Comau
3-2013 - 6-2015
Program Manager- Manufacturing Services at Jacobs Technology

Education

2001 - 2004
Master of Science (M.S.) from University of Michigan
9-1994 - 3-2000
Bachelor's degree from The Ohio State University

More Information

Social Presence :

Prographics :

Exp : 15 Location : United States Job Level : Leadership Designation : Chief Marketing Officer at The Productivity Team
URL has been copied!

Insights For Selling To Wendy

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Wendy 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 Wendy

  • 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 Wendy move?

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

  • Can Wendy take some risk or not?

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


You And Wendy

Personality Compatibility


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