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