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