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

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