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