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