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