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

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