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