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

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