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

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