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

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