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