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