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

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