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

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