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