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