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