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