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

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