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