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

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