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