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