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

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