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

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