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