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