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