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

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