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

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

My Steps

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Sales Process Grader

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