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

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