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