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

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