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