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