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

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