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