Sales Process Grader

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