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