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