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