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

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