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