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