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