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

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