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