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