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