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