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