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