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