Sales Process Grader

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