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