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