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