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