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

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