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

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