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