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