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