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

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