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

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