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