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