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