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

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