Sales Process Grader

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