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