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