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