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

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