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