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

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