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