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