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