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