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