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