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