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