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