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

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