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

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