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