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

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