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