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