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

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