Sales gaps assessment – Edify Consultants

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Discover Your Unique Sales Style

Are you “The Hunter“, “The Negotiator“, “The Improvisor“, “The Strategist” or “The Communicator“?

This assessment isn’t about judgment or evaluation—it’s a chance to uncover fascinating insights about your sales personality.

You’ll discover:

Where you naturally excel and shine.
Potential blind spots that might be holding you back.
Practical tips to align your strengths with your sales goals.

There’s no “right” or “wrong” answer here. The more honest you are, the more accurate and valuable your results will be.

You might even learn something surprising about yourself that can elevate your success!

directions, arrows, cross road decision

Step 1 of 17

5%

If you don't meet your sales target this month, which of the following best describes your PRIMARY (FIRST) Focus?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

I focus on nurturing relationships with existing clients, ensuring ongoing value and satisfaction.

I dedicate time to consistently reaching out to new prospects to fill the pipeline.

I make it a point to track and manage my opportunities carefully, ensuring I don’t miss any potential leads.

I focus deeply on engaging in meaningful conversations with qualified leads, prioritizing quality over quantity.

When you are asked by a potential client who seems interested: 'Why should I choose your product over others in the market?', how do you USUALLY respond?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

In my reply, I confidently showcase the product’s key capabilities and the benefits it brings to the client.

In my reply, I first try to find flexible price points that work for everyone.

In my reply, I first adapt and highlight specific product details based on the person I'm speaking to.

In my reply, I first focus on exploring the customer's business goals and needs.

When you follow up with a client who didn’t initially show interest in your product, what is your FIRST CHOICE to ensure they feel heard and valued?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

I reach out to check in and provide new value-based information tailored to their needs.

I personally take the time to understand their hesitations and adjust my follow-up approach.

I maintain open communication by offering something useful to keep the conversation going.

I focus on building rapport by discussing their business challenges and providing relevant solutions.

If you’re struggling to meet your sales target, which of the following do you prioritize FIRST to improve your sales performance?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

I focus on reaching out to new leads and building a strong prospecting pipeline.

I ensure I’m consistently engaging with fresh prospects to generate more opportunities.

I pay close attention to nurturing existing relationships to drive repeat business.

I focus on optimizing my existing deals to push them towards closure.

When identifying potential leads, what’s your PRIMARY Preferred approach?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

I actively seek out referrals from existing clients.

I research prospects thoroughly to ensure they align with our ideal customer profile.

I focus on volume by reaching out to as many prospects as possible.

I leverage data and analytics to identify high-potential leads.

When presenting a product to a prospect, what’s your PRIMARY Preferred focus?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

I focus on getting them to close and buy quickly.

I provide detailed case studies to demonstrate success.

I highlight the features that get them into a negotiation based conversation.

I tailor the presentation to address their specific pain points.

From the following statements, What's your PREFERRED APPROACH to ensure your product or service knowledge helps in closing deals?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

I stay updated on product advancements and industry trends.

I confidently answer all technical questions from prospects.

I align the product’s strengths with the client’s unique needs.

I leverage testimonials to back up product performance.

When a client raises concerns about the price of your product or service, from the statements below, what will you FIRST do?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

I focus on demonstrating the product’s value to justify the cost.

I explore flexible payment terms or discounts where appropriate.

I redirect the conversation to focus on their goals and how we can meet them.

I use evaluate competitor comparisons to highlight our advantages.

How do you handle a prospect who seems hesitant to commit? Pick your FIRST PREFERENCE from the following choices.(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

I ask open-ended questions to uncover their concerns.

I provide additional resources to address their hesitations.

I share success stories from similar clients.

I create a sense of urgency by highlighting limited-time offers.

When a prospect is nearing a decision to buy, what’s your PREFERRED approach to take from the choices below?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

I ensure all their questions are answered and their concerns are addressed.

I provide a clear summary of the benefits to reinforce their decision.

I follow up persistently to keep the deal moving forward.

I offer incentives to encourage immediate commitment.

After sending your first proposal, when you want to speak to prospects again, what approach is your FIRST CHOICE from the following statements?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

Based on their position in my sales pipeline, I discuss their thoughts and next steps.

I focus on my notes in the CRM or tracking tool, and then reach out to them.

I check if I have had success with this same type of prospect in the past, and try adopting the same approach

I try to get them to give me references for new prospects

From the choices below, What is your FIRST Approach to manage your sales pipeline effectively?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

I regularly update my pipeline to track the progress of every deal.

I prioritize high-value opportunities to maximize results.

I use CRM tools to ensure no lead falls through the cracks.

I review my performance weekly to identify bottlenecks and make adjustments.

When faced with a new market segment, or new audience, from the following choices, What is your FIRST STEP to approach adapting your sales strategy?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

I analyze the market thoroughly to identify trends and potential opportunities.

I prioritize building relationships with key decision-makers in the new segment.

I quickly adjust my messaging to align with the new market’s needs.

I focus on leveraging my existing success stories to establish my credibility.

When you use your CRM (or any other sales pipeline tool), from the following choices, what is your PRIMARY FOCUS taken to manage your prospect pipeline?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

I maintain detailed and accurate records of all interactions and updates.

I analyse trends to identify trends and improve decision-making.

I regularly review and clean up outdated or irrelevant data.

I look for customer objections in comments and see who can be negotiated with.

When thinking about your recent sales performance, where does your focus go to FIRST, from the options below?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

I identify areas where I can improve and set specific goals to address them.

I look at my number of leads contacted, and use that as motivation for future efforts.

I seek feedback from peers and managers to gain new perspectives.

I look at how to better streamline my approach, and organise all tools and assets to boost my effectiveness as needed.

When a key client is at risk of leaving, what is the FIRST STEP you PREFER taking from the options listed?(Required)

-- Please Choose ONE statement which you most often start doing BY DEFAULT. --

I proactively schedule a meeting to understand their concerns and needs.

I offer tailored solutions to address their challenges and retain their trust.

I involve senior leadership or additional resources to reinforce our commitment.

I focus on discussing a discount or compromise so that I can retain the customer.

Hidden

Relationship Building & Client Retention:

Hidden

Prospecting & Lead Generation:

Hidden

Product Knowledge & Sales Communication:

Hidden

Objection Handling & Negotiation:

Hidden

Deal Closing & Follow-Up:

Hidden

Pipeline Management & Organization:

Hidden

Sales Strategy & Adaptability:

Hidden

CRM & Tracking Efficiency:

Hidden

Performance Reflection & Improvement:

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