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