Sales Process Grader

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

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