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