Sales Process Grader

We’re glad you decided to try out our sales process grader! It’s easy to use and the results are instant. First, drag the steps that are part of your current sales process from the "Possible Steps" list to the "My Steps" list. Alternatively, you can click a step and then click the > or < buttons to move it between lists. Second, put the items in the "My Steps" list in the order corresponding to your current sales process by dragging them up and down. Alternatively, select a step and use the up and down buttons to move it.
Possible Steps
  • They are committed
  • Meet decision maker
  • Engage
  • References
  • Tour
  • Sell value
  • Identify a need
  • Negotiate
  • Sign contract
  • Evaluate the opportunity
  • Meet technical team
  • Talk about ROI
  • Who is decision maker
  • Intro to decision maker
  • Differentialte yourself
  • Cold call, or lead follow up call
  • Value proposition
  • Determine fit
  • Timeline for decision
  • Interested
  • Trial/Test/Pilot
  • Have the money/ will spend the money
  • Handle Objections
  • Needs analysis, ID problem, opportunity or pain
  • Will spend more with you
  • Quantify the problem
  • Schedule meeting
  • Decision making process/criteria
  • Talk about capabilities
  • Research lead
  • Close
  • Qualified
  • Receive lead or RFP
  • Find compelling reason to buy from you
  • Credit worthiness
  • Proposal or Quote
  • Present/demo
  • Ask about money or budget
My Steps

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