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