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

Ask One of Our Sales Experts A Question Today - Get Actionable Results!