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