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

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