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