Knowing your Client’s Personality type is your Secret Weapon

Ever wished that you could read your client’s mind and be one step ahead of them?

Understanding the way your client thinks is your secret weapon to bringing home that sale. 

We reveal the 4 most common personality types and the clues that could help you sell to them, better.

Getting inside their minds

Experts believe that individuals are wired to make purchasing decisions, based on their personality type. Which type is your client?

1. The Leader

This client type has come prepared; they did their research, and know exactly what they’re looking for. Super motivated, they have no time for small talk, wanting to cut to the chase. They’ll make decisions quick and generally don’t have the time to deal with sales people. Be on your toes, this personality type will be the one to walk into the home, take one look around, and sign the very same day. They’ll equally walk away in an instant if you pussy-foot around.

How do you sell to the Leader?

Tune in to these behaviours quickly, or risk losing them to a competitor. If they’re a Leader type, remember they need freedom to do just that, so let them lead the conversation, and to a degree, stay out of their way. Do not hand-hold (we’re not talking literally during viewings, although that’s equally not advisable!) and give them space to absorb the product, until they’re ready to ask questions.

2. The People Person

Common traits of this client type include them being talkative, easily excited and often extroverted. Their number one need is to connect with the sales agent. As the name suggest, they’re “people-people”, and value a personal touch, so stay close (and then close).

How do you sell to the People Person?

Tip 1: Do not be pushy! Drop the sales pitch, turn off “sales mode” and turn on “relationship mode”. These customers are people-oriented, so create an environment free of confrontation or pressure. 

“They enjoy the journey, have time to talk, want to get value from your expertise in the sales process, and value your knowledge in helping them make a sensible investment or find their dream home. Reinforce their beliefs, be a great listener, be available, be “with them” and support them. If you master this type and serve them really well, they’re going to be a walking, talking, billboard for you. Put lots of business cards in their hands.”

Tap in to key personality types

3. The Free Spirit

The Free Spirit is fun-loving and likes to have a good time. They’re extremely independent and are risk-takers. They are open to ideas, won’t mind being thrown a curve ball, but will be turned off by slick, rehearsed sales routines. They like to be in control of how and when things get done, so you could be in for an exhilarating but rocky ride.

How do you sell to the Free Spirit?

Get excited and celebrate with them! They’re creative people so make the sales approach equally exciting and celebratory, not boring and stale. Offer something they haven’t yet considered yet; you never know with this personality type just what might trigger that decision to buy.

4. The Task Master 

The Task Master will be your most challenging personality to deal with. They are punctual, meticulous, structured, and very detail-oriented. They are the total opposite of the Free Spirit. Dependability and reliability are their biggest needs in dealing with a sales agent.

How do you sell to this Task Master?

They are cautious and need reassurance, so going in full throttle won’t work. Don’t try to pressure-sell them; they’ll just shut down. They’re going to listen to every piece of information, so make sure it’s 100% on point. 

And be prepared for them having to “think about it” even after numerous conversations. The technique here is to have great follow through, stick with the plan, and unlike the Free Spirit, do not throw them any curve balls. Be dependable, and do what you said you were going to do. Eventually, your credibility and trust will win them over before the final purchasing decision. 

Know yourself, too

Knowing as much as you can about your client, as quickly as you can, will be a game changer. This is as close as you’ll get to being inside your customer’s brain and know what they’re thinking, so you know what your next move is. 

Yet, even armed with all this knowledge, you must also know your own personality or sales style. This will enable you to adapt your natural behaviours and manage their expectations. You’ll need to shape the relationship along the way if you want to establish effective communication.

As you get more confident, you can begin to adjust yourself, and integrate your understanding of your own personality into the sales process.

But with any human interaction, no amount of self awareness or clever second-guessing of their verbal or visual cues, will be of use if the foundations aren’t set around honestly and integrity. 


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