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
  • Intro to decision maker
  • Receive lead or RFP
  • Meet decision maker
  • Research lead
  • Determine fit
  • Handle Objections
  • Trial/Test/Pilot
  • Identify a need
  • Cold call, or lead follow up call
  • Meet technical team
  • Credit worthiness
  • Timeline for decision
  • Evaluate the opportunity
  • Have the money/ will spend the money
  • Find compelling reason to buy from you
  • Talk about capabilities
  • They are committed
  • Sell value
  • Quantify the problem
  • References
  • Negotiate
  • Ask about money or budget
  • Interested
  • Engage
  • Close
  • Differentialte yourself
  • Qualified
  • Tour
  • Needs analysis, ID problem, opportunity or pain
  • Proposal or Quote
  • Sign contract
  • Who is decision maker
  • Decision making process/criteria
  • Talk about ROI
  • Will spend more with you
  • Schedule meeting
  • Present/demo
  • Value proposition
My Steps