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

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