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