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