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