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

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