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

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