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