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