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

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