Zach Herlin

Inspirer
DISC Type : id

Controller at Chatbooks

Lehi, Utah, United States

Overview

Zach has no verified overview

Personality Overview

Confident & Optimistic

Decisive

Generous

They usually prefer to drive the conversation.  They respond well to objective pitches but also attach some value to relationships. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Zach has no verified topics they care about

Media Appearances

Zach has no verified media appearances

Work History

11-2023
Controller at Chatbooks
12-2022 - 11-2023
Controller at GPS Capital Markets, LLC
4-2021 - 12-2022
Accounting Manager at GPS Capital Markets, LLC
4-2018 - 6-2018
Audit Intern at Larson & Company Certified Public Accountants
1-2018 - 3-2018
Audit Intern at Deloitte

Education

2011 - 2019
Bachelor of Science in Accounting/Master of Accountancy from Brigham Young University

More Information

Social Presence :

Prographics :

Exp : 5 Location : Lehi, Utah, United States Job Level : N/A Designation : Controller at Chatbooks
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Insights For Selling To Zach

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Acknowledge their status and position during the conversation
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t keep repeating the same information, it could make them impatient
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zach is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Zach

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Zach move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Zach take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Zach

Personality Compatibility


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