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