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