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