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