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