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