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

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