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