Creating a winning offer boils down to two things:
(1) Understand who you’re dealing with and
(2) tailor your offer to match their personality style.
First Steps
In any business exchange, people bring a mix of motives to the table—some are about dollars and cents, others are more personal. To get it right, you need to understand their playbook.
What drives them? What makes them say “yes”? The secret is taking a beat to figure out their personality, then crafting your offer in a way that speaks directly to it. Do that, and you’re already halfway to a handshake.
When it comes to personalities, most people have a combination of the following:
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Analytical: Prefers facts, data, and logical reasoning; tends to be detail-oriented and methodical.
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Driver: Goal-focused, decisive, and direct; likes taking charge and making quick decisions.
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Amiable: Values relationships, harmony, and cooperation; often empathetic and seeks consensus.
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Expressive: Outgoing, enthusiastic, and sociable; enjoys sharing ideas and thrives in creative environments.
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Conscientious: Organized, disciplined, and dependable; pays attention to rules, order, and quality.
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Adventurous: Bold, risk-taking, and spontaneous; enjoys new experiences and challenges.
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Introverted: Reserved, thoughtful, and prefers solitude or small groups; values deep connections over surface-level interactions.
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Extroverted: Energized by social interactions, outgoing, and talkative; enjoys being around others and thrives in groups.
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Optimistic: Positive and hopeful, focusing on possibilities rather than problems; tends to have a “glass-half-full” outlook.
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Pessimistic: Cautious and skeptical, often seeing potential risks; tends to anticipate challenges before they arise.
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Creative: Imaginative, innovative, and enjoys thinking outside the box; often driven by curiosity and ideas.
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Logical: Relies on reason, facts, and evidence to make decisions; prefers clear, rational explanations.
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Emotional: Values feelings and intuition, often guided by empathy; sensitive to the emotions of themselves and others.
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Pragmatic: Practical, realistic, and down-to-earth; focuses on what works rather than abstract concepts.
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Perfectionist: Holds high standards and strives for excellence; pays attention to details and dislikes mistakes.
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Altruistic: Caring, selfless, and driven by a desire to help others; prioritizes the well-being of others over personal gain.
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Competitive: Driven by winning and achieving; often motivated by status, recognition, or being the best.
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Nurturing: Supportive, patient, and protective; values care, guidance, and helping others grow.
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Innovative: Future-focused, inventive, and enjoys creating new solutions; constantly seeks ways to improve.
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Skeptical: Doubtful and questioning; prefers to analyze and verify before trusting information or making decisions.
Let’s be real—people are complex. Most don’t fit neatly into a single box; they’re a mix of personality traits, shifting depending on the situation and their past experiences.
Here’s what matters: every personality type reacts differently to an offer.
If you can pinpoint what makes the other person tick, you’re already ahead of the game. You’ll build a connection, make your offer hit home, and increase the odds that they’ll say “yes.” Nail that, and you’re not just closing a deal—you’re sealing a relationship.
Step #1
So how can you figure out the personality of the other person you’re dealing with? Well, I have a prompt for you. Give it a try in your favorite AI bot like ChatGPT, Gemini, MetaAI, Claude or Copilot.
AI Prompt to Determine Personality for Business Rapport Building
Copy, paste and modify/complete the brackets in the following prompt:
I am preparing for a business transaction with an individual, and I want to understand their personality, preferences, values, and potential interests to help me craft an effective initial offer. Below is some context about them. Please analyze the provided information to identify their likely personality traits, communication style, and potential motivations. Use established frameworks like the Big Five Personality Traits or DISC assessment to offer a well-rounded analysis. Provide specific recommendations on how to best connect with them, what approach to take, and how to tailor my offer to align with their personality.
Here are the details about the individual:
- Background Information:
Name: [Name of the individual]
Role/Position: [Their professional role or position]
Industry: [Industry they work in]
Relevant Achievements or Projects: [Any notable achievements or projects they’ve been involved in]
Known Connections: [Mutual contacts or industry associations]
Experience Level: [Their experience level - e.g., junior, mid-career, senior, executive]
- Communication & Behavior:
How do they typically communicate (e.g., direct, detailed, concise, informal, formal)?
How quickly do they respond to messages?
Have they shown any particular communication preferences (e.g., email, phone, in-person)?
- Social Media & Online Presence:
How do they present themselves online (e.g., professional, personal, laid-back, formal)?
What topics or themes do they often post about or share?
What types of content do they seem to engage with (e.g., articles, videos, case studies)?
- Personal Interests & Hobbies:
Do they have any known hobbies or interests outside of work?
Are there any causes or organizations they support?
Do they participate in community events or social clubs?
- Professional Behavior & Negotiation Style:
How do they usually approach negotiations (e.g., collaborative, competitive, willing to compromise, firm)?
Have they expressed any strong preferences or values in past transactions?
What are their known business goals (e.g., growth, innovation, stability, influence)?
- Values & Preferences:
Are there any statements or behavior that reflect their values or principles?
What do they seem to prioritize in their professional life (e.g., teamwork, efficiency, creativity, data-driven decisions)?
Do they have any preferred brands, tools, or ways of working that indicate their preferences?
Analyze this information to identify key personality traits, likely motivators, communication style, and potential triggers that I should avoid. Provide a summary of the person’s likely personality, along with strategies for how I can best approach the business transaction to establish rapport, communicate effectively, and create an offer that aligns with their interests and values. Please also recommend any specific language or phrases that might resonate based on their personality type.
Guidelines for Filling in the Details:
• Get specific. The more you know about the person, the better—so fill in each section with as much detail as you can. Add more info and details if you have time.
• Use what you’ve picked up from past conversations or meetings. Those little observations? They’re gold.
• If you don’t have solid info on something, no sweat. Leave it blank or jot down any gut instincts or notes from what you’ve seen so far. Trust your read on the situation—it’s more valuable than you might think.
Step #2
Next, to craft your offer, first use the link below to craft an offer. Then copy and paste the finished response into your Google doc.
Next, at the end of your pasted offer that you've copied into your Google document, I want you to add the following new instruction:
Here’s the next step: Fill in the personality details of the person you’re targeting. Your goal? Shape your offer so it clicks with this person's specific personality.
PASTE YOUR PERSONALITY ASSESSMENT RESULTS HERE
Now that you’ve got your offer and personality details in one place in your Google doc, copy and paste it into your favorite AI, hit the “go” button and let the AI do the heavy lifting.
Look at what you just did. Pretty darn amazing isn’t it?
Take the AI’s suggested offer (the response), tweak it to make it your own, and then take action on your offer- send it, mail it, or discuss it.
Conclusion
When you combine a well-crafted offer premised and delivered around a clear understanding of the other person’s personality, you’re stacking the odds in your favor and setting the stage for success.
Did you find this tip helpful? Will you be using it to help craft and make your next offer?
Mitch Jackson, Esq. https://bsky.app/profile/mitch.social
More posts here https://whtwnd.com/mitch.social
Updated 10-29-24
We're using the paid version of PerplexityAI to run the following prompt using just social media and website links. It's fast and seems to be doing a pretty good job of taking public information and sharing a full and complete personality summary.
Personality Profile Prompt
I am preparing for a business transaction with an individual, and I want to understand their personality, preferences, values, and potential interests to help me craft an effective initial offer. Below is some context about them. Please analyze the provided information to identify their likely personality traits, communication style, and potential motivations. Use established frameworks like the Big Five Personality Traits or DISC assessment to offer a well-rounded analysis. Provide specific recommendations on how to best connect with them, what approach to take, and how to tailor my offer to align with their personality.
Analyze this information to identify key personality traits, likely motivators, communication style, and potential triggers that I should avoid. Provide a summary of the person’s likely personality, along with strategies for how I can best approach the business transaction to establish rapport, communicate effectively, and create an offer that aligns with their interests and values. Please also recommend any specific language or phrases that might resonate based on their personality type.
Here are the details about the individual (use one or more public social media and website links that work for you. Obviously change "XYZ" for the other person's username):
