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