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