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

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