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