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