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