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