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

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