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