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