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