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

Ask One of Our Sales Experts A Question Today - Get Actionable Results!