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