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