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