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

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