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