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