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