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