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