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