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

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