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