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