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