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