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