Sales Process Grader

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