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