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