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