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