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

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