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

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