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

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