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