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