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