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

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