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