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