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