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