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

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