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