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