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