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