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

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