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