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