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