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