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