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

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