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