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