Sales Process Grader

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