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