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