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

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