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

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