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