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