Is Your Sales Style Consultative? (Template)

Our sales style assessment/quiz (opens in new window) tells you how strongly consultative you are.

It’s free for everyone to take.

Whether you are a sales person, a consultant, or coach, this assessment helps you diagnose areas of change to meet your business development goals.

Subscribers of Evalinator can customize the template as needed. It’s great for lead generation if you’re a business that works with sales team (e.g. a coach).

Sales Style Assessment

We all have unique styles of engaging with our customers and prospects.

Some of us are consultative, and some of us lean towards transactional or product selling.

There’s no doubt that BOTH are required to be successful. Read more in detail here.

The assessment uses simple yet impactful questions that cover a wide spectrum of topics for consultative selling style maturity.

It shows where you are on 2 dimensions:

  1. Consultative – guide the customer toward the best solution which includes your product or service
  2. Product Led – uncover or meet the demand from clients and satisfy it by positioning your product or service

It also comes provides benchmarking with others who have the same profile as yours. That helps you with insights into your style.

Potential Enhancements

Unless you are just using this for lead generation on your website, you can and should customize the template when you use it for specific clients.

Here are some changes you could make to the sales style assessment template.

  1. Group questions into dimensions. Then you can add more questions inside each dimension and make the assessment more comprehensive.
  2. If you have specific services and offers, and know the detailed context of your clients, use checkbox or radio button questions instead of a slider. That will allow you to be more objective and position your services better.
  3. Add your own description of what the rating bands mean.
  4. Add your own feedback text for each dimension and question to explain what the scores mean
  5. Add profile fields to divide your audience by function (technology, operations etc.) and role (CIO, CEO, Product Manager, architect, analyst etc.) – an excellent way to see the differences in perception and drive alignment

Next Steps

Go ahead and give the sales style assessment template a spin. Email address will be required to see results.

If you want to use the template for your own company, simply sign up for the free trial and deploy the maturity model in as little as 10 minutes! Read more at

We’re here if you need us!

Good luck!