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

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