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