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

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