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