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