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