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