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