Sales Process Grader

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