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