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