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

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