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