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