Title Image

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