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