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