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

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