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

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