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