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

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