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