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

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