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