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

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