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