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

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