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