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