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