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