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

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