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