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