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