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