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

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