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