<img alt="" src="https://secure.insightful-enterprise-intelligence.com/784173.png" style="display:none;">
Request a free demo Log in search-icon

Revealing the Secrets of DISC Profiles to Unlock Sales Success

  • Home
  • Content and Events

In the ever-evolving landscape of sales, understanding your customers and effectively communicating with them is paramount. Enter DISC profiles, a valuable tool for gaining insights into human behavior and personality traits.

In this blog post, we'll explore what DISC profiles are, how they can significantly impact B2B sales, and how you can leverage this knowledge to build stronger client relationships and close deals more effectively.

 SPOILER ALERT!  With most Salespeople being a Dominance DISC Profile and Finance, IT, and Procurement being a mixture of Steadiness and/or Compliance DISC Profiles, this is an essential read for all salespeople.

What Are DISC Profiles?

The DISC model, developed by psychologist William Moulton Marston, categorizes human behavior into four primary personality traits: Dominance, Influence, Steadiness, and Conscientiousness.

Each trait represents a distinct set of behaviors and tendencies, and most individuals exhibit a combination of these traits in varying degrees.

Let's delve into how each personality type can impact sales success:

I. Dominance (D)

Dominant personalities are assertive, results-oriented, and often seen as decisive leaders. In B2B sales, recognizing a Dominant client can help you tailor your approach. They appreciate directness, concise information, and a focus on the bottom line. Present data, facts, and ROI-driven solutions to gain their trust and secure their business.

Where you will find (D) profiles in your industry:

  • Sales Leadership
  • Entrepreneurs and Business Owners
  • Executive Leadership

To learn more about how to work with Dominance profiles, read our exclusive blog post, “Dominance DISC Profile: A Roadmap to B2B Sales Success.”

II. Influence (I)

Influential individuals are sociable and persuasive. They thrive on building relationships. When dealing with an Influential client, emphasize the personal connection. Engage in open, friendly conversations, and use testimonials and success stories to support your product or service. They respond well to collaboration and shared goals.

Where can I spot (I) profiles in the business:

  • Sales and Business Development
  • Marketing and Public Relations
  • Customer Service and Support
  • Human Resources and Talent Acquisition

Learning to work with Influence profiles? Read our blog post, “The Power of Influence DISC Profiles: Navigating B2B Sales Success.”

III. Steadiness (S)

Steady personalities are patient, empathetic, and value stability. If you work in sales, take your time to build trust with a Steady client. Listen actively to their concerns, provide consistent support, and offer solutions that minimize risk and disruption. Focus on long-term relationships and show your commitment.

Here are the sectors where you will find (S) profiles:

  • Health and Safety
  • Quality Assurance
  • Customer Service and Support
  • HR and Talent Acquisition
  • Training and Development

To gain a deeper understanding of how to work with Steadiness profiles effectively, be sure to check out our informative blog post - “The Steadiness DISC Profile: A Blueprint for B2B Sales Success."

IV. Compliance (C)

Compliance individuals are detail-oriented, analytical, and prioritize accuracy. When dealing with a Compliance client, be prepared to provide in-depth information and data-driven evidence. Offer clear documentation, guarantee, and demonstrate a thorough understanding of their specific needs and concerns.

Where you will find (C) profiles in your industry:

  • Finance
  • IT
  • Legal and Compliance
  • Data Management

For more information about how to work with Influence profiles, read our blog post, “Mastering Sales with the Compliance DISC Profile: A Strategic Guide.”

How do I leverage DISC Profiles in profiling for sales?

Now that we understand the four primary DISC personality traits, here's how you can leverage this knowledge in your B2B sales efforts:

Using DISC profiles to improve B2B (business-to-business) sales involves tailoring your sales approach to match the communication and behavioral preferences of your clients or prospects.

DISC profiling helps you understand the primary personality traits of individuals, allowing you to adapt your sales strategy for more effective and successful interactions. Here's how you can use DISC profiles to enhance your sales performance:

1. Identify and Understand Personality Profiles:

  1. Identify and understand which DISC Profile you are and how people can get the best out of you. This will help you begin to more easily identify other people who have the same DISC profile as you and help you to improve communication.

  2. Take a look at the other DISC profiles and identify people that you know who belong to the other 3 DISC Profiles. For example, Bob in Finance might be a typical ‘Compliance’ DISC Profile, whereas Sam in Marketing is an Influence DISC Profile.

  3. This trick will help you remove the mystique around DISC and more easily remember the different profiles and their attributes.
2. Adapt Your Communication:

Tailor your communication style to match the personality profile of your client. For example:

  1. For Dominant (D) profiles: Be direct, concise, and results-oriented. Focus on the bottom line and how your product or service can solve their specific problems.

  2. For Influence (I) profiles: Be enthusiastic, build rapport, and engage in friendly conversations. Highlight the positive social aspects of your product or service.

  3. For Steadiness (S) profiles: Be patient, attentive to details, and emphasize stability and trustworthiness. Address their concerns and provide a reliable solution.

  4. For Compliance (C) profiles: Be analytical, provide data and evidence, and emphasize the precision and quality of your product or service.

3. Build Rapport and Trust:

  1. Use your knowledge of their personality profile to build rapport and trust.

  2. Adapt your approach to make the client or prospect feel understood and comfortable during interactions.

  3. By understanding the unique traits and preferences of each individual, you can tailor your communication style to create a connection that goes beyond surface-level interactions.

For example, if you are dealing with a Dominant (D) client, you can assert your confidence and provide them with concise, results-oriented information. Show them that you understand their need for directness and focus on the bottom line. On the other hand, if you are interacting with an Influence (I) client, You can establish a strong connection by fostering friendly conversations.

By adapting your communication style to match their personality, you can create a sense of understanding and make them feel comfortable and valued.

4. Highlight Key Benefits:

  1. When emphasizing the specific benefits of your product or service, it is crucial to align them with the client's or prospect's personality traits.

  2. By understanding their DISC profile, you can focus on what matters most to them and tailor your messaging accordingly.

  3. This personalized approach will resonate with them on a deeper level and increase the likelihood of closing the deal successfully.

For example, when dealing with Steadiness (S) profiles, emphasize stability and reliability. Highlight how your product or service provides consistent support, minimizes risk, and offers a long-term solution. Address their concerns and emphasize the trustworthiness of your offering.

For Compliance (C) profiles, focus on precision and quality. Provide in-depth information, data-driven evidence, and clear documentation. Demonstrate your understanding of their specific needs and concerns, ensuring that your product or service meets their high standards.

5. Address Concerns and Objections:

  1. Anticipate and address potential objections or concerns that are likely to arise based on their personality profile.

  2. By understanding the unique traits and tendencies of each personality type, you can anticipate the objections and concerns that they may have during the sales process.

  3. This allows you to proactively address these issues and provide reassurance and solutions that align with their preferences.

For instance, prospects with influence profiles may have concerns about how your product or service will fit into their existing processes or how it will impact their relationships with clients or colleagues. Assuage these concerns by emphasizing the flexibility and compatibility of your solution. Show them how it can seamlessly integrate with their current systems and how it can enhance their ability to build and maintain relationships.

Steadiness (S) profiles may have concerns about the potential disruptions or changes that implementing a new solution may bring. Address these concerns by emphasizing the stability and reliability of your product or service. Highlight how it can provide consistent support and minimize any potential risks or disruptions. Offer a detailed implementation plan that outlines how the transition will be smooth and seamless.

6. Adapt Your Sales Materials:

  1. When customizing your sales materials, presentations, and proposals to resonate with the client's personality profile, it's important to consider their preferred communication style and tailor your content accordingly.

  2. One effective way to do this is by using visuals, data, or anecdotes that align with their specific preferences.

  3. Incorporate vibrant and engaging content that captures their attention and emphasizes the benefits they can gain from choosing your solution.

In the case of Dominant (D) profiles, focus on using visual aids that highlight the bottom-line results and the direct impact your product or service can have on solving their specific problems. Incorporate graphs, charts, and statistics that clearly demonstrate the benefits and outcomes they can expect to achieve. Additionally, include concise and impactful testimonials or success stories from other dominant clients who have experienced significant success using your offering.

When working with Influence (I) profiles, leverage visuals that showcase the social aspects and positive impact your product or service can have on their relationships and personal connections. Include images or videos that depict people enjoying your offering in a social setting or testimonials from influential figures in their industry endorsing your product.

7. Adjust Your Closing Approach:

  1. When it comes to closing a sale, it is essential to modify your techniques based on the client's personality profile.

  2. Every individual is unique, and what may work for one person may not work for another.

  3. By understanding their DISC profile, you can tailor your closing approach to meet their specific needs and preferences.

For example, prospects with a Steadiness (S) profile value stability and trustworthiness. They prefer a more patient and attentive approach to closing. Address their concerns and provide a reliable solution that offers long-term stability. Take some time to listen to their needs and address any doubts or reservations they may have. Emphasize how your product or service can provide consistent support and minimize any potential risks or disruptions.

Clients with a Compliance (C) profile prioritize accuracy and precision. They appreciate a thorough and detail-oriented approach to closing. Provide them with in-depth information, data-driven evidence, and clear documentation that aligns with their high standards. Address their specific needs and concerns, and assure them that your product or service meets their requirements. By emphasizing the precision and quality of your offering, you can easily address any doubts they may have and secure deals faster.

8. Follow Up Appropriately:

  1. After the initial sales interaction, it is crucial to continue building rapport and trust with the client through tailored follow-up communications.

  2. By understanding their DISC profile, you can adapt your approach to align with their preferences and ensure a seamless continuation of the sales process.

  3. Some clients may prefer regular updates and check-ins to stay informed about the progress of their purchases. In this case, you can establish a communication schedule that includes periodic emails or phone calls to provide updates, address any questions or concerns, and ensure that they feel involved and valued throughout the process.

  4. These updates can also serve as an opportunity to reinforce the benefits of your product or service and remind them of the value they will gain.

  5. On the other hand, some clients may prefer a more hands-off approach and appreciate a more minimalistic follow-up style.

For example, if you want to sell to millennials effectively, avoid phone calls. For these individuals, it is important to respect their preferences and avoid overwhelming them with constant communication. Instead, consider sending a brief, personalized email or message to express gratitude for their interest and assure them that you are available if they have any further questions or needs.

This approach allows them to feel supported while maintaining their desired level of autonomy.

But how do salespeople identify the personalities of their prospects?

Experienced salespeople have a knack for identifying prospects' personality traits and adapting their conversations accordingly. To develop a meaningful relationship with your prospects, you should be open and flexible in your approaches.

a. Practice Flexibility:

It is crucial to recognize that individuals are complex and may possess traits from multiple personality profiles. You should remain flexible and adaptable, constantly adjusting to meet your prospects' evolving needs and communication styles.

Understanding that each person is unique and may not fit neatly into one specific profile allows you to approach each interaction with an open mind and a willingness to adjust your approach accordingly.

As you engage with clients or prospects, take the time to assess their individual traits and preferences. Through active listening and observation, you can gain insights into the most important elements needed to win them over:
  • Communication style
  • Decision-making process
  • Preferred methods of interaction

With this knowledge, you can tailor your approach to create a personalized experience that resonates with them on a deeper level.

By demonstrating your ability to adapt and cater to their unique needs, you establish yourself as a trusted advisor and partner. Remember that effective communication is a two-way street, and encouraging open dialogue and feedback from your clients should be your topmost priority.

Additionally, as you navigate the sales process, continue to monitor and assess their evolving needs and preferences. This will help you understand their DISC personality better. Now, you just have to keep an open line of communication and be willing to adjust your approach as necessary. 

b. Seek Feedback and Reflect:

After the sales process, seeking feedback from your clients is crucial in order to gain insights into how well your approach aligns with their preferences. In this way, you can make sure whether your prospects/clients fall under the same DISC profile that you have anticipated.

By actively soliciting feedback, you also demonstrate a commitment to continuous improvement and dedication to providing the best possible service to your clients.

When seeking feedback, make sure to ask open-ended questions that encourage clients to share their honest opinions and experiences. This could include questions such as:

  • How would you rate the overall sales experience?
  • Did our approach align with your expectations and preferences?
  • What aspects of our sales process did you find most effective?
  • Were there any areas where you felt our approach could have been improved?

It is also important to reflect on the feedback received and evaluate its validity and relevance. While not every suggestion or criticism may be applicable to every situation, it is important to consider all feedback with an open mind and a willingness to learn and grow.

By actively listening to the feedback provided by your clients, you can identify patterns and trends that can inform future sales strategies. For example, if multiple clients express a preference for a certain communication style or a specific method of interaction, you can incorporate these findings into your approach to future prospects.


Incorporating DISC profiling correctly into your B2B sales approach can lead to improved client relationships, better communication, and increased sales success.

Remember that while DISC profiles provide valuable insights, they are not definitive, and individuals are complex. Effective sales also require active listening, empathy, and a genuine desire to meet the unique needs of each client or prospect.


Want to easily spot sales trends and identify any missed opportunities?

Subscribe now.

Over 7,000 sales leaders and reps get our insights, tips, and news delivered every month 📧

Contact us