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

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