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