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

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