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

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