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

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