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