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