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