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