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

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