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