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