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