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

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