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