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