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