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