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