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

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