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

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