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