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