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