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