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