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