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

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