Sales Process Grader

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