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