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

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