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

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