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