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