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

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