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