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