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